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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $59,264 |
SAMUEL GOLDSTEIN & CO PC1+ years Filed as: SAMUEL A STEWART Service code 27 101 ELLISON AVE · BECKLEY, WV 25801 | Advisory (Plan) | $28,128 |
TRITON SERVICES CORPORATION1+ years Service code 16 · EIN 11-3187413 10432 BALLS FORD ROAD · MANASSAS, VA 201092515 | Consulting | $11,915 |
JOHN BURDETTE & ASSOCIATES1+ years Service code 10 · EIN 55-0738771 P.O. BOX 418 · BUCKHANNON, WV 26201 | Accounting | $6,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,703 | $41,854-9.9% | $73,836-48.9% | $52,331-28.0% |
| Participation rate | 77.1% | 66.2%+10.9pp | 73.4%+3.7pp | 68.1%+9.0pp |
| Annual return | -2.36% | 2.11%-4.5pp | 2268.06%-2270.4pp | 4.54%-6.9pp |
| Employer contribution / active EE | $2,943 | $1,920+53.2% | $2,787+5.6% | $1,882+56.4% |
| Participant deferral / active EE | $0 | $2,498-100.0% | $3,583-100.0% | $3,022-100.0% |
| Admin fee / account holder | $72 | $493-85.4% | $4,882-98.5% | $592-87.8% |