| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $127,170 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: GEOFFREY KORWAN/MORGAN STANLEY Service code 26 500 LEE STREET, SUITE 300 · CHARLESTON, WV 25301 | Advisory (Participants) | $30,279 |
RUSSELL TRUST COMPANY4 years Filed as: RUSSELL DUNKIN Service code 26 48 FOURTEENTH STREET · WHEELING, WV 26003 | Advisory (Participants) | $21,954 |
UNDRA J. JOHNSON4 years Service code 26 4000 TOWN CENTER BLVD. SUITE 100 · CANONSBURG, PA 15317 | Advisory (Participants) | $20,845 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB Service code 26 2423 E. LINCOLN DRIVE · PHOENIX, AZ 85016 | Advisory (Participants) | $19,344 |
LOIS A. GREENLEE2 years Filed as: LOIS CHRICTON Service code 26 500 CORPORATE LANDING SUITE 201 · CHARLESTON, WV 23511 | Advisory (Participants) | $16,439 |
JOSHUA LAUREN & CO., INC.4 years Filed as: JOSHUA YOUNG Service code 26 5007 HORIZONS DRIVE · COLUMBUS, OH 43220 | Advisory (Participants) | $15,179 |
TODD EUGENE HOLT4 years Filed as: C. TODD MOLESSA Service code 26 2519 OHIO AVENUE · PARKERSBURG, WV 26101 | Advisory (Participants) | $10,569 |
LES WILKERSON4 years Service code 26 300 SUMMERS STREET, SUITE 300 · CHARLESTON, WV 25301 | Advisory (Participants) | $7,280 |
ERNIE COFFINDAFFER1 year Service code 26 320 SOUTHVIEW DRIVE, SUITE 102 · BRIDGEPORT, WV 26330 | Advisory (Participants) | $5,809 |
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 | $194,043 | $82,188+136.1% | $125,401+54.7% | $64,829+199.3% |
| Participation rate | 89.0% | 77.9%+11.1pp | 82.4%+6.6pp | 71.5%+17.5pp |
| Annual return | -15.34% | 3.50%-18.8pp | 572.53%-587.9pp | 32.85%-48.2pp |
| Employer contribution / active EE | $9,380 | $3,617+159.3% | $4,816+94.8% | $2,507+274.1% |
| Participant deferral / active EE | $7,193 | $7,177+0.2% | $7,448-3.4% | $4,312+66.8% |
| Admin fee / account holder | $384 | $163+135.2% | $10,008-96.2% | $188+104.4% |