| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS5+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0671859 3150 US ROUTE 60 · ONA, WV 25545 | Contract Administrator | $48,555 |
ASCENSUS LLC1 year Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 9240 MARKETPLACE DRIVE · MIAMISBURG, OH 45342 | Legal | $25,993 |
STANDARD VALUATIONS5+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVENUE SUITE 220 · ST PAUL, MN 55116 | Advisory (Plan) | $23,725 |
GRAY, GRIFFITH & MAYS, A.C.5+ years Service code 10 · EIN 22-0621482 707 VIRGINIA STREET EAST SUITE 400 · CHARLESTON, WV 25301 | Accounting | $9,081 |
IFEBP1 year Service code 49 · EIN 39-1034021 18700 W BLUEMOUND RD · BROOKFIELD, WI 53045 | Other Services | $7,720 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,894 | $66,650+165.4% | $92,916+90.4% | $67,584+161.7% |
| Participation rate | 67.8% | 72.5%-4.7pp | 76.0%-8.2pp | 71.3%-3.5pp |
| Annual return | 17.48% | 92.64%-75.2pp | 109.45%-92.0pp | 378.59%-361.1pp |
| Employer contribution / active EE | $7,218 | $2,777+160.0% | $3,654+97.6% | $2,148+236.1% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,540-100.0% |
| Admin fee / account holder | $319 | $199+60.1% | $5,796-94.5% | $142+123.9% |