| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS4+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0671859 3150 US ROUTE 60 · ONA, WV 25545 | Contract Administrator | $45,393 |
DUNN AND WALLBAUM LLC4+ years Filed as: DUNN & WALLBAUM PLLC Service code 29 · EIN 46-1576504 105 DAVENTRY LANE SUITE 200 · LOUISVILLE, KY 40223 | Legal | $38,820 |
STANDARD VALUATIONS4+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVENUE SUITE 220 · ST PAUL, MN 55116 | Advisory (Plan) | $23,025 |
GRAY, GRIFFITH & MAYS, A.C.4+ years Service code 10 · EIN 22-0621482 707 VIRGINIA STREET EAST SUITE 400 · CHARLESTON, WV 25301 | Accounting | $8,760 |
Service code 10 404 9TH STREET 201 · HUNTINGTON, WV 25701 | Accounting | $5,068 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,736 | $60,396+129.7% | $83,831+65.5% | $75,289+84.3% |
| Participation rate | 72.7% | 80.7%-8.0pp | 76.1%-3.5pp | 72.4%+0.3pp |
| Annual return | -3.76% | 3.84%-7.6pp | 850.99%-854.7pp | -0.04%-3.7pp |
| Employer contribution / active EE | $5,851 | $3,343+75.0% | $3,631+61.1% | $2,405+143.3% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $189 | $141+33.9% | $5,479-96.5% | $102+84.9% |