| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $165,535 |
Filed as: GEOFFREY KORWAN/MORGAN STANLEY Service code 26 500 LEE STREET, SUITE 300 · CHARLESTON, WV 25301 | Advisory (Participants) | $20,543 |
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL DUNKIN Service code 26 48 FOURTEENTH STREET · WHEELING, WV 26003 | Advisory (Participants) | $19,953 |
LES WILKERSON1 year Service code 26 300 SUMMERS STREET, 5TH FLOOR · CHARLESTON, WV 25301 | Advisory (Participants) | $17,135 |
TODD EUGENE HOLT1 year Filed as: C. TODD MOLESSA Service code 26 2519 OHIO AVENUE · PARKERSBURG, WV 26101 | Advisory (Participants) | $15,965 |
SHERRY OTTE1 year Filed as: SHERRY CHILDRESS Service code 26 10 FRANKLIN ROAD SUITE 450 · ROANOKE, VA 24011 | Advisory (Participants) | $14,533 |
WELLS FARGO BANK, N.A.1 year Filed as: LOIS CHRICTON/WELLS FARGO ADVISORS Service code 26 · EIN 72-1560834 | Advisory (Participants) | $14,483 |
UNDRA J. JOHNSON1 year Service code 26 2400 ANSYS DRIVE, SUITE 204 · CANONSBURG, PA 15317 | Advisory (Participants) | $12,503 |
Filed as: JOSHUA YOUNG Service code 26 5007 HORIZONS DRIVE · COLUMBUS, OH 43220 | Advisory (Participants) | $12,484 |
Filed as: KATHERINE WILLIS/PALLADIUM PARTNERS Service code 26 · EIN 43-2055488 | Advisory (Participants) | $9,303 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,715 | $88,122+130.0% | $141,200+43.6% | $67,584+199.9% |
| Participation rate | 88.3% | 76.5%+11.9pp | 82.5%+5.9pp | 71.3%+17.1pp |
| Annual return | 20.76% | 75.40%-54.6pp | 71.41%-50.6pp | 378.59%-357.8pp |
| Employer contribution / active EE | $8,869 | $3,224+175.1% | $4,736+87.3% | $2,148+312.9% |
| Participant deferral / active EE | $6,011 | $5,958+0.9% | $6,710-10.4% | $3,540+69.8% |
| Admin fee / account holder | $447 | $131+241.5% | $10,265-95.6% | $142+214.2% |