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| Provider | Service type | Compensation |
|---|---|---|
RBC GLOBAL ASSET MANAGEMENT7 years Filed as: CITY NATIONAL BANK Service code 27 · EIN 55-0631939 1 PARK AVENUE · BECKLEY, WV 25801 | Advisory (Plan) | $58,657 |
USI CONSULTING GROUP4 years Service code 11 · EIN 06-1053228 6 PPG PLACE · PITTSBURGH, PA 15222 | Actuarial | $15,775 |
GRAY, GRIFFITH & MAYS, A.C.6 years Service code 29 · EIN 55-0621482 700 VIRGINIA STREET · CHARLESTON, WV 25301 | Legal | $8,400 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $284,260-100.0% | $284,260-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 25.8%-25.8pp | 17.2%-17.2pp | 35.7%-35.7pp |
| Annual return | 10.07% | 53.10%-43.0pp | 44.37%-34.3pp | 15.19%-5.1pp |
| Employer contribution / active EE | $0 | $40,936-100.0% | $36,004-100.0% | $34,877-100.0% |
| Participant deferral / active EE | $0 | $166-100.0% | $159-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $266,169-100.0% | $266,169-100.0% | $50,584-100.0% |