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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7+ 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) | $59,297 |
JACKSON KELLY PLLC7+ years Filed as: JACKSON & KELLY Service code 13 · EIN 55-0394215 500 LEE STREET E. 3RD FLOOR · CHARLESTON, WV 25322 | Contract Administrator | $18,445 |
HERMAN & CORMANY CPAS AC1 year Filed as: HERMAN & CORMANY CPAS, A.C. Service code 10 · EIN 55-0596200 8 CAPIOL ST., SUITE 600 · CHARLESTON, WV 25301 | Accounting | $12,005 |
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 | $18,518 | $56,511-67.2% | $185,837-90.0% | $86,813-78.7% |
| Participation rate | 98.4% | 65.5%+32.9pp | 81.7%+16.7pp | 72.3%+26.1pp |
| Annual return | 10.44% | 118.12%-107.7pp | 122.08%-111.6pp | 97.93%-87.5pp |
| Employer contribution / active EE | $2,110 | $1,844+14.4% | $5,168-59.2% | $2,406-12.3% |
| Participant deferral / active EE | $0 | $2,554-100.0% | $5,568-100.0% | $4,131-100.0% |
| Admin fee / account holder | $249 | $150+66.6% | $16,241-98.5% | $170+47.0% |