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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS2+ years Filed as: STRATEGIC CAPITAL PARTNERS LLC Service code 28 230 W MONROE ST STE 2500 · CHICAGO, IL 60606 | Investment Management | $50,000 |
UMR2+ years Service code 13 · EIN 39-1995276 333 WEST VINE STREET · LEXINGTON, KY 40507 | Contract Administrator | $44,395 |
Service code 28 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Investment Management | $22,943 |
COMAMERICA1 year Service code 19 PO BOX 71203 · PHILADELPHIA, PA 19176 | Securities Custodian | $14,150 |
FRANK N HESTAND CPA PSC2+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $9,500 |
DUNN AND WALLBAUM LLC2+ years Filed as: DUNN AND WALLBAUM Service code 29 · EIN 46-1576504 105 DAVENTRY LANE · LOUISVILLE, KY 40223 | Legal | $8,441 |
Filed as: OSBORN CARREIRO & ASSOCIATES Service code 11 · EIN 71-0631123 124 WEST CAPITAL AVENUE · LITTLE ROCK, AR 72201 | Actuarial | $6,500 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $60,545-100.0% | $92,240-100.0% | $69,631-100.0% |
| Participation rate | 0.0% | 72.2%-72.2pp | 76.5%-76.5pp | 70.7%-70.7pp |
| Annual return | 10.44% | 19.71%-9.3pp | 176.29%-165.8pp | 27571.02%-27560.6pp |
| Employer contribution / active EE | $13,744 | $2,633+421.9% | $3,680+273.5% | $2,032+576.3% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $5,194-100.0% | $110-100.0% |