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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0672859 500 VIRGINIA STREET EAST SUITE 525 · CHARLESTON, WV 25301 | Contract Administrator | $40,057 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: CHEVY CHASE ASB Service code 51 · EIN 55-0908702 7501 WISCONSIN AVANEUE 14TH FLOOR · BETHESDA, MD 20814 | Investment Mgmt Fees | $30,517 |
C.S. MCKEE, L.P.2+ years Filed as: CS MCKEE Service code 51 · EIN 25-1900687 ONE GATEWAY CENTER · PITTSBURGH, PA 15222 | Investment Mgmt Fees | $23,368 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 51 1235 WESTLAKES DRIVE · BERWYN, PA 19312 | Investment Mgmt Fees | $15,768 |
GRAY, GRIFFITH & MAYS, A.C.2+ years Service code 10 · EIN 55-0621482 707 VIRGINIA STREAT, EAST, SUITE 40 · CHARLESTON, WV 25301 | Accounting | $9,200 |
JOHN F. DASCOLI, PLLC2+ years Service code 29 · EIN 20-5780253 2442 KANAWHA BLVD., EAST · CHARLESTON, WV 25311 | Legal | $7,641 |
STANDARD VALUATIONS2+ years Filed as: STANDARD VALUATIONS, INC Service code 27 · EIN 41-1327339 790 CLEVELAND AVENUE SOUTH · ST. PAUL, MN 55116 | Advisory (Plan) | $6,204 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,971 | $60,545-48.8% | $92,240-66.4% | $69,631-55.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 12.87% | 19.71%-6.8pp | 176.29%-163.4pp | 27571.02%-27558.2pp |
| Employer contribution / active EE | $9,414 | $2,633+257.5% | $3,680+155.8% | $2,032+363.3% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $159 | $145+10.0% | $5,194-96.9% | $110+44.2% |