Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $156,620 |
KENTUCKY TRUST COMPANY2 years Filed as: KENTUCKY PLANNING PARTNERS, LLC Service code 27 9300 SHELBYVILLE ROAD · LOUISVILLE, KY 40222 | Advisory (Plan) | $79,902 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,003 | $130,052-88.5% | $86,698-82.7% | $77,906-80.7% |
| Participation rate | 97.9% | 85.9%+12.0pp | 76.6%+21.4pp | 73.7%+24.3pp |
| Annual return | -12.32% | -12.73%+0.4pp | 35.95%-48.3pp | 12.16%-24.5pp |
| Employer contribution / active EE | $826 | $3,214-74.3% | $2,837-70.9% | $2,846-71.0% |
| Participant deferral / active EE | $2,053 | $5,741-64.2% | $4,656-55.9% | $4,805-57.3% |
| Admin fee / account holder | $53 | $132-59.5% | $7,493-99.3% | $133-59.7% |