| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $110,440 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: GEOFFREY KORWAN/MORGAN STANLEY Service code 26 500 LEE STREET, SUITE 300 · CHARLESTON, WV 25301 | Advisory (Participants) | $27,734 |
UNDRA J. JOHNSON6 years Service code 26 4000 TOWN CENTER BLVD. SUITE 100 · CANONSBURG, PA 15317 | Advisory (Participants) | $25,225 |
RUSSELL TRUST COMPANY6 years Filed as: RUSSELL DUNKIN Service code 26 48 FOURTEENTH STREET · WHEELING, WV 26003 | Advisory (Participants) | $23,498 |
JOSHUA LAUREN & CO., INC.6 years Filed as: JOSHUA YOUNG Service code 26 5007 HORIZONS DRIVE · COLUMBUS, OH 43220 | Advisory (Participants) | $22,090 |
TODD EUGENE HOLT6 years Filed as: C. TODD MOLESSA Service code 26 2519 OHIO AVENUE · PARKERSBURG, WV 26101 | Advisory (Participants) | $13,010 |
LES WILKERSON6 years Service code 26 300 SUMMERS STREET, SUITE 300 · CHARLESTON, WV 25301 | Advisory (Participants) | $9,371 |
TD AMERITRADE, INC.10+ years Filed as: TD AMERITRADE Service code 26 · EIN 82-0543156 | Advisory (Participants) | $7,620 |
TERRY SCHMIDT LLC2 years Filed as: TERRY RAAB Service code 26 500 VIRGINA STREET EAST · CHARLESTON, WV 25301 | Advisory (Participants) | $6,854 |
MATRIX TRUST COMPANY8 years Service code 18 · EIN 75-3182674 | Direct payment from the plan; Trustee... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,148 | $106,264+101.5% | $147,117+45.6% | $77,762+175.4% |
| Participation rate | 94.9% | 78.4%+16.5pp | 82.2%+12.7pp | 70.6%+24.3pp |
| Annual return | 12.71% | 56.94%-44.2pp | 420.54%-407.8pp | 31.27%-18.6pp |
| Employer contribution / active EE | $8,925 | $4,074+119.1% | $4,932+80.9% | $2,728+227.1% |
| Participant deferral / active EE | $8,123 | $8,003+1.5% | $8,065+0.7% | $4,651+74.6% |
| Admin fee / account holder | $282 | $334-15.5% | $12,993-97.8% | $433-34.8% |