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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ 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) | $49,822 |
JACKSON KELLY PLLC4+ years Filed as: JACKSON & KELLY Service code 13 · EIN 55-0394215 500 LEE STREET E. STE 1600POBOX 553 · CHARLESTON, WV 25322 | Contract Administrator | $14,635 |
HERMAN & CORMANY CPAS AC4+ years Service code 10 · EIN 55-0596200 8 CAPITOL ST., SUITE 600 · CHARLESTON, WV 25301 | Accounting | $10,312 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,144 | $37,196-64.7% | $154,107-91.5% | $55,725-76.4% |
| Participation rate | 96.6% | 64.1%+32.5pp | 83.0%+13.6pp | 70.9%+25.8pp |
| Annual return | -8.90% | 1319.68%-1328.6pp | 735.12%-744.0pp | 244.93%-253.8pp |
| Employer contribution / active EE | $1,708 | $1,614+5.8% | $5,298-67.8% | $2,078-17.8% |
| Participant deferral / active EE | $4 | $2,068-99.8% | $5,081-99.9% | $3,356-99.9% |
| Admin fee / account holder | $211 | $102+107.9% | $13,411-98.4% | $115+83.4% |