| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $171,818 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: GEOFFREY KORWAN/MORGAN STANLEY Service code 26 500 LEE STREET, SUITE 300 · CHARLESTON, WV 25301 | Advisory (Participants) | $23,508 |
RUSSELL TRUST COMPANY2 years Filed as: RUSSELL DUNKIN Service code 26 48 FOURTEENTH STREET · WHEELING, WV 26003 | Advisory (Participants) | $20,167 |
LES WILKERSON2 years Service code 26 300 SUMMERS STREET, SUITE 300 · CHARLESTON, WV 25301 | Advisory (Participants) | $19,446 |
SHERRY OTTE2 years Filed as: SHERRY CHILDRESS Service code 26 10 FRANKLIN ROAD SUITE 450 · ROANOKE, VA 24011 | Advisory (Participants) | $15,622 |
WELLS FARGO BANK, N.A.2 years Filed as: LOIS CHRICTON/WELLS FARGO ADVISORS Service code 26 · EIN 72-1560834 | Advisory (Participants) | $15,550 |
UNDRA J. JOHNSON2 years Service code 26 2400 ANSYS DRIVE, SUITE 204 · CANONSBURG, PA 15317 | Advisory (Participants) | $14,951 |
JOSHUA LAUREN & CO., INC.2 years Filed as: JOSHUA YOUNG Service code 26 5007 HORIZONS DRIVE · COLUMBUS, OH 43220 | Advisory (Participants) | $12,744 |
TODD EUGENE HOLT2 years Filed as: C. TODD MOLESSA Service code 26 2519 OHIO AVENUE · PARKERSBURG, WV 26101 | Advisory (Participants) | $11,270 |
WILLIS TOWERS WATSON US LLC2 years Filed as: KATHERINE WILLIS/PALLADIUM PARTNERS Service code 26 · EIN 43-2055488 | Advisory (Participants) | $10,233 |
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 | $206,182 | $100,801+104.5% | $149,751+37.7% | $73,415+180.8% |
| Participation rate | 92.5% | 77.7%+14.8pp | 82.5%+10.0pp | 72.2%+20.3pp |
| Annual return | 15.01% | 265.34%-250.3pp | 276.71%-261.7pp | 59.30%-44.3pp |
| Employer contribution / active EE | $10,129 | $3,312+205.9% | $4,646+118.0% | $2,234+353.4% |
| Participant deferral / active EE | $6,990 | $6,404+9.1% | $6,843+2.1% | $3,806+83.7% |
| Admin fee / account holder | $457 | $181+152.6% | $9,312-95.1% | $158+189.2% |