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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 25 245 PARK AVENUE · NEW YORK, NY 10167 | Directed Trustee | $677,310 |
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN BENEFIT CORP Service code 14 · EIN 55-0672859 3150 US ROUTE 60 · ONA, WV 25545 | Plan Administrator | $52,958 |
Filed as: FIFTH THIRD BANK Service code 19 600 SUPERIOR AVENUE EAST · CLEVELAND, OH 44114 | Securities Custodian | $31,323 |
BENEFIT SOLUTIONS INC5 years Service code 15 5347 US ROUTE 60 · HUNTINGTON, WV 25705 | Recordkeeping | $30,938 |
Filed as: KOZICKI HUGHES TICKERHOOF, PLLC Service code 10 · EIN 55-0526247 32-20TH STREET, SUITE 300 · WHEELING, WV 26003 | Accounting | $20,000 |
GALLAGHER FIDUCIARY ADVISORS, LLC10+ years Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 17 · EIN 36-4291971 THE GRANT BLD / 310 GRANT ST 802 · PITTSBURG, PA 15219 | Pension Consulting | $17,500 |
IBEW-NECA SERVICE CENTER5 years Filed as: IBEW LOCAL UNION 141 Service code 99 82 BURKHAM CT · WHEELING, WV 26003 | Other Fees | $13,768 |
Filed as: INTERNATIONAL FOUNDATION OF EBP Service code 99 18700 WEST BLUEMOUND ROAD · BROOKFIELD, WI 53045 | Other Fees | $13,765 |
MACALA & PIATT, LLC6 years Service code 29 · EIN 34-1933033 601 S MAIN STREET · NORTH CANTON, OH 44720 | Legal | $13,391 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $209,697 | $60,454+246.9% | $81,844+156.2% | $74,459+181.6% |
| Participation rate | 100.0% | 63.0%+37.0pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 9.54% | 16.87%-7.3pp | 778.87%-769.3pp | 1369.70%-1360.2pp |
| Employer contribution / active EE | $18,108 | $2,630+588.6% | $2,916+520.9% | $2,626+589.6% |
| Participant deferral / active EE | $0 | $3,398-100.0% | $4,323-100.0% | $4,350-100.0% |
| Admin fee / account holder | $1,641 | $1,490+10.1% | $7,355-77.7% | $1,945-15.6% |