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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ 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) | $42,567 |
JACKSON KELLY PLLC3+ years Filed as: JACKSON & KELLY Service code 13 · EIN 55-0394215 500 LEE STREET E. STE 1600POBOX 553 · CHARLESTON, WV 25322 | Contract Administrator | $14,830 |
HERMAN & CORMANY CPAS AC3+ years Service code 10 · EIN 55-0596200 8 CAPITOL ST., SUITE 600 · CHARLESTON, WV 25301 | Accounting | $10,328 |
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 | $14,823 | $46,173-67.9% | $170,435-91.3% | $69,631-78.7% |
| Participation rate | 96.0% | 63.9%+32.1pp | 83.6%+12.4pp | 70.7%+25.4pp |
| Annual return | 12.12% | 21.62%-9.5pp | 205.94%-193.8pp | 27571.02%-27558.9pp |
| Employer contribution / active EE | $1,697 | $1,610+5.4% | $5,432-68.8% | $2,032-16.5% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $209 | $116+80.3% | $13,881-98.5% | $110+89.3% |