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| Provider | Service type | Compensation |
|---|---|---|
RBC GLOBAL ASSET MANAGEMENT2 years Filed as: CITY NATIONAL BANK Service code 27 · EIN 55-0631939 1 PARK AVENUE · BECKLEY, WV 25801 | Advisory (Plan) | $52,565 |
FINDLEY3 years Service code 11 · EIN 06-1053228 2591 WEXFORD-BAYNE ROAD · SEWICKLEY, PA 151438676 | Actuarial | $17,321 |
Service code 10 · EIN 55-0621482 707 VIRGINIA STREET · CHARLESTON, WV 25301 | Accounting | $7,500 |
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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 | $136,536-100.0% | $373,805-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 18.9%-18.9pp | 13.5%-13.5pp |
| Annual return | 1.80% | 9.55%-7.8pp | 9.52%-7.7pp | 9.29%-7.5pp |
| Employer contribution / active EE | $29,412 | $20,722+41.9% | $41,951-29.9% | $15,168+93.9% |
| Participant deferral / active EE | $0 | $20-100.0% | $18-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $397-100.0% | $1,512-100.0% | $2,037-100.0% |