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| Provider | Service type | Compensation |
|---|---|---|
C.S. MCKEE, L.P.1+ years Filed as: CS MCKEE Service code 51 · EIN 25-1900687 ONE GATEWAY CENTER · PITTSBURGH, PA 15222 | Investment Mgmt Fees | $42,842 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0672859 500 VIRGINIA STREET EAST SUITE 525 · CHARLESTON, WV 25301 | Contract Administrator | $42,116 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: CHEVY CHASE ASB Service code 51 · EIN 55-0908702 7501 WISCONSIN AVANEUE 14TH FLOOR · BETHESDA, MD 20814 | Investment Mgmt Fees | $19,305 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: XHARTWELL INVESTMENT PARTNERS Service code 51 1235 WESTLAKES DRIVE · BERWYN, PA 19312 | Investment Mgmt Fees | $16,854 |
STANDARD VALUATIONS1+ years Filed as: STANDARD VALUATIONS, INC Service code 27 · EIN 41-1327339 790 CLEVELAND AVENUE SOUTH · ST. PAUL, MN 55116 | Advisory (Plan) | $10,910 |
GRAY, GRIFFITH & MAYS, A.C.1+ years Service code 10 · EIN 55-0621482 707 VIRGINIA STREAT, EAST, SUITE 40 · CHARLESTON, WV 25301 | Accounting | $8,500 |
JOHN F. DASCOLI, PLLC1+ years Service code 29 · EIN 20-5780253 2442 KANAWHA BLVD., EAST · CHARLESTON, WV 25311 | Legal | $7,481 |
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 | $32,583 | $57,921-43.7% | $84,753-61.6% | $57,658-43.5% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | -0.51% | 10.24%-10.7pp | 22.78%-23.3pp | 5.13%-5.6pp |
| Employer contribution / active EE | $8,669 | $2,598+233.6% | $3,574+142.5% | $1,974+339.2% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $209 | $130+61.5% | $5,333-96.1% | $95+121.5% |