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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS3+ years Filed as: STRATEGIC CAPITAL PARTNERS LLC Service code 28 230 W MONROE ST STE 2500 · CHICAGO, IL 60606 | Investment Management | $50,000 |
UMR3+ years Service code 13 · EIN 39-1995276 333 WEST VINE STREET · LEXINGTON, KY 40507 | Contract Administrator | $44,183 |
NATIONAL INVESTMENT SERVICES2 years Service code 28 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Investment Management | $26,707 |
COMAMERICA2 years Service code 19 PO BOX 71203 · PHILADELPHIA, PA 19176 | Securities Custodian | $10,342 |
FRANK N HESTAND CPA PSC3+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $9,500 |
DUNN AND WALLBAUM LLC3+ years Filed as: DUNN AND WALLBAUM Service code 29 · EIN 46-1576504 105 DAVENTRY LANE · LOUISVILLE, KY 40223 | Legal | $8,676 |
OSBORN CARREIRO & ASSOCIATES3+ years 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.
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 | $56,443-100.0% | $83,830-100.0% | $55,725-100.0% |
| Participation rate | 0.0% | 72.0%-72.0pp | 76.1%-76.1pp | 70.9%-70.9pp |
| Annual return | 7.67% | 393.67%-386.0pp | 850.97%-843.3pp | 244.93%-237.3pp |
| Employer contribution / active EE | $13,134 | $2,682+389.8% | $3,631+261.7% | $2,078+532.0% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $156-100.0% | $5,479-100.0% | $115-100.0% |