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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS10+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0672859 500 VIRGINIA STREET EAST SUITE 525 · CHARLESTON, WV 25301 | Contract Administrator | $31,128 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,753 |
STANDARD VALUATIONS10+ years Filed as: STANDARD VALUATIONS, INC Service code 27 · EIN 41-1327339 790 CLEVELAND AVENUE SOUTH · ST. PAUL, MN 55116 | Advisory (Plan) | $22,000 |
GRAY, GRIFFITH & MAYS, A.C.10+ years Service code 10 · EIN 55-0621482 707 VIRGINIA STREAT, EAST, SUITE 40 · CHARLESTON, WV 25301 | Accounting | $15,000 |
JOHN F. DASCOLI, PLLC10+ years Service code 29 · EIN 20-5780253 2442 KANAWHA BLVD., EAST · CHARLESTON, WV 25311 | Legal | $6,840 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $117,479 | $105,028+11.9% | $107,187+9.6% | $100,573+16.8% |
| Participation rate | 19.2% | 81.2%-62.1pp | 75.0%-55.9pp | 70.9%-51.8pp |
| Annual return | 8.49% | 10.61%-2.1pp | 204.55%-196.1pp | 18.89%-10.4pp |
| Employer contribution / active EE | $1,151 | $5,641-79.6% | $3,782-69.6% | $3,763-69.4% |
| Participant deferral / active EE | $0 | $2,685-100.0% | $5,096-100.0% | $4,921-100.0% |
| Admin fee / account holder | $173 | $355-51.1% | $9,162-98.1% | $454-61.8% |