| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS9+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0671859 3150 US ROUTE 60 · ONA, WV 25545 | Contract Administrator | $54,772 |
ASCENSUS LLC5 years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 9240 MARKETPLACE DRIVE · MIAMISBURG, OH 45342 | Legal | $27,295 |
STANDARD VALUATIONS9+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVENUE SUITE 220 · ST PAUL, MN 55116 | Advisory (Plan) | $26,600 |
GRAY, GRIFFITH & MAYS, A.C.9+ years Service code 10 · EIN 22-0621482 707 VIRGINIA STREET EAST SUITE 400 · CHARLESTON, WV 25301 | Accounting | $10,435 |
Service code 10 · EIN 55-0756523 404 9TH STREET 201 · HUNTINGTON, WV 25701 | Accounting | $9,028 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,541 | $93,010+101.6% | $96,543+94.3% | $74,478+151.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 14.65% | 37.50%-22.8pp | 35.75%-21.1pp | 34.37%-19.7pp |
| Employer contribution / active EE | $11,486 | $3,427+235.1% | $3,741+207.1% | $2,637+335.6% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $243 | $633-61.6% | $6,737-96.4% | $347-30.0% |