| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0671859 3150 US ROUTE 60 · ONA, WV 25545 | Contract Administrator | $42,108 |
DUNN AND WALLBAUM LLC2+ years Filed as: DUNN & WALLBAUM PLLC Service code 29 · EIN 46-1576504 105 DAVENTRY LANE SUITE 200 · LOUISVILLE, KY 40223 | Legal | $33,142 |
GRAY, GRIFFITH & MAYS, A.C.2+ years Service code 10 · EIN 22-0621482 707 VIRGINIA STREET EAST SUITE 400 · CHARLESTON, WV 25301 | Accounting | $21,903 |
STANDARD VALUATIONS2+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVENUE SUITE 220 · ST PAUL, MN 55116 | Advisory (Plan) | $21,800 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,403 | $57,921+99.2% | $84,753+36.2% | $57,661+100.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 5.64% | 10.24%-4.6pp | 22.78%-17.1pp | 5.13%+0.5pp |
| Employer contribution / active EE | $6,966 | $2,598+168.1% | $3,574+94.9% | $1,974+252.9% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $196 | $130+50.8% | $5,333-96.3% | $95+106.8% |