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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS5+ years Filed as: STRATEGIC CAPITAL PARTNERS LLC Service code 28 230 W MONROE ST STE 2500 · CHICAGO, IL 60606 | Investment Management | $52,000 |
UMR5+ years Service code 13 · EIN 39-1995276 333 WEST VINE STREET · LEXINGTON, KY 40507 | Contract Administrator | $44,459 |
NATIONAL INVESTMENT SERVICES4 years Service code 28 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Investment Management | $33,973 |
FRANK N HESTAND CPA PSC5+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $9,500 |
COMAMERICA4 years Service code 19 PO BOX 71203 · PHILADELPHIA, PA 19176 | Securities Custodian | $9,322 |
ASCENSUS LLC1 year Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 105 DAVENTRY LANE · LOUISVILLE, KY 40223 | Legal | $9,059 |
OSBORN CARREIRO & ASSOCIATES5+ years Service code 11 · EIN 71-0631123 124 WEST CAPITAL AVENUE · LITTLE ROCK, AR 72201 | Actuarial | $6,500 |
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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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 4.77% | 6.41%-1.6pp | 8.01%-3.2pp | 11.45%-6.7pp |
| Employer contribution / active EE | $13,435 | $11,592+15.9% | $29,475-54.4% | $17,219-22.0% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |