| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 9240 MARKETPLACE DRIVE · MIAMISBURG, OH 45342 | Legal | $49,338 |
AMERICAN REALTY ADVISORS6+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0671859 3150 US ROUTE 60 · ONA, WV 25545 | Contract Administrator | $46,684 |
STANDARD VALUATIONS6+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVENUE SUITE 220 · ST PAUL, MN 55116 | Advisory (Plan) | $24,425 |
GRAY, GRIFFITH & MAYS, A.C.6+ years Service code 10 · EIN 22-0621482 707 VIRGINIA STREET EAST SUITE 400 · CHARLESTON, WV 25301 | Accounting | $9,000 |
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 | $192,084 | $81,719+135.1% | $101,275+89.7% | $90,274+112.8% |
| Participation rate | 67.1% | 80.7%-13.6pp | 75.8%-8.7pp | 73.4%-6.2pp |
| Annual return | 11.51% | 337.64%-326.1pp | 46.46%-35.0pp | 53.97%-42.5pp |
| Employer contribution / active EE | $6,322 | $3,622+74.5% | $3,660+72.7% | $2,523+150.5% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,231-100.0% |
| Admin fee / account holder | $342 | $162+111.0% | $5,948-94.3% | $114+199.5% |