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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 25 · EIN 31-0838515 PO BOX 27169 · NEW YORK, NY 10087 | Directed Trustee | $395,610 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BENEFIT CORPORATIN Service code 13 · EIN 55-0672859 3150 US ROUTE 60 · ONA, WV 25545 | Contract Administrator | $53,634 |
GEM GROUP2 years Service code 64 · EIN 26-1603738 1200 #3 GATEWAY CENTER · PITTSBURGH, PA 15222 | Recordkeeping Fees | $50,830 |
ASB CAPITAL MANAGEMENT3+ years Service code 51 · EIN 55-0908702 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Mgmt Fees | $35,102 |
Filed as: CASSIDY, MYERS, COGAN & VOEGLIN Service code 22 · EIN 55-0614690 1413 EOFF STREET · WHEELING, WV 26003 | Insurance Broker | $23,744 |
WILSON-MCSHANE CORPORATION3+ years Filed as: WILSON, KOZICKI & GWYNN, PLLC Service code 10 · EIN 55-0526247 THE MAXWELL CENTRE · WHEELING, WV 26003 | Accounting | $16,250 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 17 · EIN 36-4291971 PO BOX 71396 · CHICAGO, IL 60694 | Pension Consulting | $15,000 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 51 · EIN 26-2237421 900 SEVENTH STREET · WASHINGTON, DC 20001 | Investment Mgmt Fees | $6,008 |
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 | $0 | $81,537-100.0% | $149,716-100.0% | $69,631-100.0% |
| Participation rate | 0.0% | 86.1%-86.1pp | 87.1%-87.1pp | 70.7%-70.7pp |
| Annual return | 12.54% | 22.79%-10.2pp | 1501.67%-1489.1pp | 27571.02%-27558.5pp |
| Employer contribution / active EE | $6,765 | $3,239+108.9% | $5,444+24.3% | $2,032+232.9% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,568-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $107-100.0% | $11,282-100.0% | $110-100.0% |