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| Provider | Service type | Compensation |
|---|---|---|
BATOFF ASSOCIATES, P.A.6+ years Filed as: BATOFF ASSOCIATES Service code 29 · EIN 52-1667847 36 SOUTH CHARLES STREET, SUITE 1510 · BALTIMORE, MD 21201 | Legal | $47,310 |
Filed as: RIVERSEDGE ADVAN. RETIRE. SOLUTIONS Service code 50 · EIN 27-1155910 3000 VILLAGE RUN ROAD · WEXFORD, PA 15090 | Direct Payment | $29,581 |
Filed as: UNITED BANK Service code 19 · EIN 55-0241865 PO BOX 393 · CHARLESTON, WV 25322 | Securities Custodian | $22,826 |
BEACON POINTE ADVISORS LLC2 years Filed as: BEACON ADMINISTRATORS & CONSULTANTS Service code 13 · EIN 23-2148108 27 ROLAND AVENUE, SUITE 200 · MOUNT LAUREL, NJ 08054 | Contract Administrator | $12,000 |
GRAY, GRIFFITH & MAYS, A.C.5 years Filed as: GRAY GRIFFITH & MAYS A.C. Service code 10 · EIN 55-0621482 707 VIRGINIA ST E · CHARLESTON, WV 25301 | Accounting | $7,300 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,581 | $91,517-97.2% | $101,275-97.5% | $73,412-96.5% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 15.15% | 17.17%-2.0pp | 46.48%-31.3pp | 59.30%-44.1pp |
| Employer contribution / active EE | $1,851 | $2,877-35.6% | $3,660-49.4% | $2,234-17.1% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $66 | $216-69.2% | $5,948-98.9% | $158-57.9% |