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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 500 LEE STREET E. 3RD FLOOR · CHARLESTON, WV 25339 | Advisory (Plan) | $41,354 |
JACKSON KELLY PLLC1+ years Filed as: JACKSON & KELLY Service code 13 · EIN 55-0394215 500 LEE STREET E. STE 1600POBOX 553 · CHARLESTON, WV 25322 | Contract Administrator | $14,362 |
HERMAN & CORMANY CPAS AC1+ years Service code 10 · EIN 55-0596200 8 CAPITOL ST., SUITE 600 · CHARLESTON, WV 25301 | Accounting | $9,828 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,043 | $46,360-74.0% | $147,617-91.8% | $52,331-77.0% |
| Participation rate | 95.3% | 64.9%+30.4pp | 84.6%+10.7pp | 68.1%+27.2pp |
| Annual return | -2.02% | 1.62%-3.6pp | 61.98%-64.0pp | 4.54%-6.6pp |
| Employer contribution / active EE | $1,592 | $2,126-25.1% | $5,564-71.4% | $1,882-15.4% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $204 | $766-73.3% | $11,612-98.2% | $592-65.5% |