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 |
|---|---|---|
ASCENSUS LLC1 year Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 105 DAVENTRY LANE · LOUISVILLE, KY 40223 | Legal | $43,832 |
DUNN AND WALLBAUM LLC5+ years Service code 29 · EIN 46-1576504 105 DAVENTRY LANE · LOUISVILLE, KY 40223 | Legal | $41,919 |
BENESYS, INC.5+ years Filed as: UNITED ACTUARIAL SERVICES INC. Service code 11 · EIN 35-2156428 11590 N MADISON ST. · CARMEL, IN 46032 | Actuarial | $30,300 |
ASB CAPITAL MANAGEMENT3 years Filed as: ASB ALLEGIANCE REAL ESTATE Service code 28 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Investment Management | $28,588 |
TIC INTERNATIONAL CORPORATION5+ years Filed as: TIC INTERNATIONAL CORP Service code 13 · EIN 13-2600875 6525 CENTURION DRIVE · LANSING, MI 48917 | Contract Administrator | $22,990 |
Filed as: INVESTMENT PERFORMANCE SERV LLC Service code 27 570 E YORK ST · SAVANNAH, GA 31401 | Advisory (Plan) | $20,000 |
VICTORY1 year Filed as: VICTORY CAPITAL Service code 28 15935 LA CANTERA PARKWAY · SAN ANTONIO, TX 78256 | Investment Management | $15,618 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON Service code 28 240 GREENWICH ST · NEW YORK, NY 10286 | Investment Management | $9,001 |
FRANK N HESTAND CPA PSC5+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $8,500 |
PNC BANK, N.A.5+ years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 19 · EIN 25-1211909 1900 E 9TH STREET · CLEVELAND, OH 44114 | Securities Custodian | $5,133 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 16.73% | 10.27%+6.5pp | 10.56%+6.2pp | 53.27%-36.5pp |
| Employer contribution / active EE | $3,431 | $12,273-72.0% | $30,197-88.6% | $14,774-76.8% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |