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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS5+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0672859 500 VIRGINIA STREET EAST SUITE 525 · CHARLESTON, WV 25301 | Contract Administrator | $40,573 |
GRAY, GRIFFITH & MAYS, A.C.5+ years Service code 10 · EIN 55-0621482 707 VIRGINIA STREAT, EAST, SUITE 40 · CHARLESTON, WV 25301 | Accounting | $19,092 |
STANDARD VALUATIONS5+ years Filed as: STANDARD VALUATIONS, INC Service code 27 · EIN 41-1327339 790 CLEVELAND AVENUE SOUTH · ST. PAUL, MN 55116 | Advisory (Plan) | $15,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,194 | $81,719-39.8% | $101,275-51.4% | $90,274-45.5% |
| Participation rate | 32.8% | 80.7%-47.9pp | 75.8%-43.0pp | 73.4%-40.6pp |
| Annual return | 5.13% | 337.64%-332.5pp | 46.48%-41.3pp | 53.97%-48.8pp |
| Employer contribution / active EE | $912 | $3,622-74.8% | $3,660-75.1% | $2,523-63.8% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,371-100.0% | $4,231-100.0% |
| Admin fee / account holder | $171 | $162+5.8% | $5,948-97.1% | $114+50.2% |