| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 9240 MARKETPLACE DRIVE · MIAMISBURG, OH 45342 | Legal | $75,648 |
AMERICAN REALTY ADVISORS7+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0671859 3150 US ROUTE 60 · ONA, WV 25545 | Contract Administrator | $45,341 |
STANDARD VALUATIONS7+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVENUE SUITE 220 · ST PAUL, MN 55116 | Advisory (Plan) | $25,125 |
GRAY, GRIFFITH & MAYS, A.C.7+ years Service code 10 · EIN 22-0621482 707 VIRGINIA STREET EAST SUITE 400 · CHARLESTON, WV 25301 | Accounting | $9,700 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,690 | $78,275+148.7% | $109,191+78.3% | $86,828+124.2% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 12.67% | 19.14%-6.5pp | 25.76%-13.1pp | 97.95%-85.3pp |
| Employer contribution / active EE | $9,882 | $3,105+218.3% | $3,723+165.4% | $2,406+310.7% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,132-100.0% |
| Admin fee / account holder | $283 | $198+42.7% | $6,756-95.8% | $170+67.0% |