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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,144 | $37,196-64.7% | $154,108-91.5% | $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 | 735.21%-744.1pp | 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% |