| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS10+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0671859 9200 US ROUTE 60 · ONA, WV 25545 | Contract Administrator | $57,911 |
ASCENSUS LLC1 year Filed as: LEDBETTER PARTNERS LLC Service code 29 · EIN 03-0599899 5078 WOOSTER ROAD, SUITE 400 · CINCINATTI, OH 45226 | Legal | $28,331 |
STANDARD VALUATIONS10+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVENUE SUITE 220 · ST PAUL, MN 55116 | Advisory (Plan) | $27,400 |
GRAY, GRIFFITH & MAYS, A.C.10+ years Service code 10 · EIN 22-0621482 707 VIRGINIA STREET EAST SUITE 400 · CHARLESTON, WV 25301 | Accounting | $10,400 |
Service code 10 · EIN 55-0756523 404 9TH STREET 201 · HUNTINGTON, WV 25701 | Accounting | $6,356 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,979 | $83,023+146.9% | $102,437+100.1% | $77,762+163.6% |
| Participation rate | 91.2% | 71.5%+19.7pp | 74.5%+16.7pp | 70.6%+20.6pp |
| Annual return | 12.29% | 19.12%-6.8pp | 24.95%-12.7pp | 31.27%-19.0pp |
| Employer contribution / active EE | $11,689 | $3,552+229.1% | $3,871+202.0% | $2,728+328.5% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $226 | $639-64.6% | $8,388-97.3% | $433-47.8% |