See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0672859 500 VIRGINIA STREET EAST SUITE 525 · CHARLESTON, WV 25301 | Contract Administrator | $40,753 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: CHEVY CHASE ASB Service code 51 · EIN 55-0908702 7501 WISCONSIN AVANEUE 14TH FLOOR · BETHESDA, MD 20814 | Investment Mgmt Fees | $35,220 |
C.S. MCKEE, L.P.3+ years Filed as: CS MCKEE Service code 51 · EIN 25-1900687 ONE GATEWAY CENTER · PITTSBURGH, PA 15222 | Investment Mgmt Fees | $26,574 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 51 · EIN 36-4776242 1235 WESTLAKES DRIVE · BERWYN, PA 19312 | Investment Mgmt Fees | $18,544 |
GRAY, GRIFFITH & MAYS, A.C.3+ years Service code 10 · EIN 55-0621482 707 VIRGINIA STREAT, EAST, SUITE 40 · CHARLESTON, WV 25301 | Accounting | $13,000 |
JOHN F. DASCOLI, PLLC3+ years Service code 29 · EIN 20-5780253 2442 KANAWHA BLVD., EAST · CHARLESTON, WV 25311 | Legal | $7,876 |
STANDARD VALUATIONS3+ years Filed as: STANDARD VALUATIONS, INC Service code 27 · EIN 41-1327339 790 CLEVELAND AVENUE SOUTH · ST. PAUL, MN 55116 | Advisory (Plan) | $6,394 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,388 | $56,443-40.8% | $83,848-60.2% | $55,725-40.1% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | 7.32% | 393.67%-386.3pp | 850.88%-843.6pp | 244.93%-237.6pp |
| Employer contribution / active EE | $8,598 | $2,682+220.6% | $3,631+136.8% | $2,078+313.7% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $160 | $156+2.4% | $5,478-97.1% | $115+38.9% |