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| Provider | Service type | Compensation |
|---|---|---|
STANDARD VALUATIONS10+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVE SUITE 220 · ST PAUL, MN 55116 | Advisory (Plan) | $26,000 |
AMERICAN REALTY ADVISORS10+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0671859 9200 US ROUTE 60 · ONA, WV 25545 | Contract Administrator | $23,766 |
GRAY, GRIFFITH & MAYS, A.C.10+ years Service code 10 · EIN 55-0621482 707 VIRGINIA STREET EAST, SUITE 400 · CHARLESTON, WV 25301 | Accounting | $14,319 |
JOHN F. DASCOLI, PLLC10+ years Filed as: JOHN F. DASCOLI PLLC Service code 29 · EIN 20-5780253 2442 KANAWHA BLVD EAST · CHARLESTON, WV 25311 | Legal | $7,973 |
Filed as: INTERNATIONAL FOUNDATION OF EBP'S Service code 49 · EIN 39-1034021 18700 W BLUEMOUND RD · BROOKEFIELD, WI 53045 | Other Services | $5,365 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,916 | $83,023+184.2% | $102,437+130.3% | $77,762+203.4% |
| Participation rate | 55.2% | 71.5%-16.4pp | 74.5%-19.3pp | 70.6%-15.4pp |
| Annual return | 13.07% | 19.12%-6.0pp | 24.95%-11.9pp | 31.27%-18.2pp |
| Employer contribution / active EE | $6,532 | $3,552+83.9% | $3,871+68.8% | $2,728+139.5% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $333 | $639-47.8% | $8,388-96.0% | $433-23.0% |