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| Provider | Service type | Compensation |
|---|---|---|
STOCK YARDS BANK & TRUST1+ years Service code 27 4441 SPRINGDALE RD · LOUISVILLE, KY 40241 | Advisory (Plan) | $21,394 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,744 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $7,738 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $377 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,989 | $50,919+2.1% | $155,556-66.6% | $77,762-33.1% |
| Participation rate | 26.9% | 63.1%-36.2pp | 78.2%-51.3pp | 70.6%-43.7pp |
| Annual return | 11.60% | 34.84%-23.2pp | 64.84%-53.2pp | 31.27%-19.7pp |
| Employer contribution / active EE | $840 | $1,991-57.8% | $4,675-82.0% | $2,728-69.2% |
| Participant deferral / active EE | $1,732 | $2,824-38.7% | $5,631-69.2% | $4,651-62.8% |
| Admin fee / account holder | $143 | $437-67.3% | $15,885-99.1% | $433-67.1% |