| Provider | Service type | Compensation |
|---|---|---|
DUNN AND WALLBAUM LLC3+ years Filed as: DUNN & WALLBAUM PLLC Service code 29 · EIN 46-1576504 105 DAVENTRY LANE SUITE 200 · LOUISVILLE, KY 40223 | Legal | $51,098 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0671859 3150 US ROUTE 60 · ONA, WV 25545 | Contract Administrator | $43,343 |
STANDARD VALUATIONS3+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVENUE SUITE 220 · ST PAUL, MN 55116 | Advisory (Plan) | $22,325 |
GRAY, GRIFFITH & MAYS, A.C.3+ years Service code 10 · EIN 22-0621482 707 VIRGINIA STREET EAST SUITE 400 · CHARLESTON, WV 25301 | Accounting | $8,400 |
Service code 10 404 9TH STREET 201 · HUNTINGTON, WV 25701 | Accounting | $6,413 |
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 | $131,032 | $60,545+116.4% | $92,240+42.1% | $69,634+88.2% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 11.40% | 19.71%-8.3pp | 176.29%-164.9pp | 27572.26%-27560.9pp |
| Employer contribution / active EE | $8,082 | $2,633+206.9% | $3,680+119.6% | $2,032+297.7% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $186 | $145+28.5% | $5,194-96.4% | $110+68.4% |