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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CITY NATIONAL BANK Service code 27 · EIN 55-0631939 1 PARK AVENUE · BECKLEY, WV 25801 | Advisory (Plan) | $50,230 |
FINDLEY2 years Service code 11 · EIN 34-1213174 2591 WEXFORD-BAYNE ROAD · SEWICKLEY, PA 151438676 | Actuarial | $21,485 |
STEPTOE & JOHNSON LLP2 years Filed as: STEPTOE & JOHNSON PLLC Service code 29 · EIN 55-0286140 PO BOX 247 · BRIDGEPORT, WV 26330 | Legal | $6,031 |
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Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $5,399,274-100.0% | $568,132-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 13.0%-13.0pp |
| Annual return | 4.63% | 12.98%-8.4pp | 14.64%-10.0pp | 13.59%-9.0pp |
| Employer contribution / active EE | $12,162 | $16,363-25.7% | $41,831-70.9% | $14,592-16.7% |
| Participant deferral / active EE | $0 | $94-100.0% | $200-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $548,767-100.0% | $36,942-100.0% | $29,657-100.0% |