| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0671859 3150 US ROUTE 60 · ONA, WV 25545 | Contract Administrator | $34,322 |
DUNN AND WALLBAUM LLC1+ years Filed as: DUNN & WALLBAUM PLLC Service code 29 · EIN 46-1576504 105 DAVENTRY LANE SUITE 200 · LOUISVILLE, KY 40223 | Legal | $25,696 |
GRAY, GRIFFITH & MAYS, A.C.1+ years Service code 10 · EIN 22-0621482 707 VIRGINIA STREET EAST SUITE 400 · CHARLESTON, WV 25301 | Accounting | $15,930 |
STANDARD VALUATIONS1+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVENUE SUITE 220 · ST PAUL, MN 55116 | Advisory (Plan) | $15,750 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,446 | $50,498+7.8% | $75,784-28.2% | $55,191-1.4% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | -0.23% | 1.80%-2.0pp | 9.68%-9.9pp | 10.78%-11.0pp |
| Employer contribution / active EE | $7,073 | $2,291+208.8% | $3,323+112.8% | $1,899+272.5% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $70 | $123-43.0% | $5,300-98.7% | $91-22.8% |