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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS11+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0671859 9200 US ROUTE 60 · ONA, WV 25545 | Contract Administrator | $31,177 |
STANDARD VALUATIONS11+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVE SUITE 220 · ST PAUL, MN 55116 | Advisory (Plan) | $26,000 |
GRAY, GRIFFITH & MAYS, A.C.11+ years Service code 10 · EIN 55-0621482 707 VIRGINIA STREET EAST, SUITE 400 · CHARLESTON, WV 25301 | Accounting | $14,155 |
JOHN F. DASCOLI, PLLC11+ years Filed as: JOHN F. DASCOLI PLLC Service code 29 · EIN 20-5780253 2442 KANAWHA BLVD EAST · CHARLESTON, WV 25311 | Legal | $13,151 |
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,257 | $77,788+224.3% | $119,126+111.8% | $64,728+289.7% |
| Participation rate | 57.8% | 69.4%-11.6pp | 75.8%-18.0pp | 57.9%-0.1pp |
| Annual return | 17.43% | 13.19%+4.2pp | 282.11%-264.7pp | 49.38%-31.9pp |
| Employer contribution / active EE | $6,567 | $4,031+62.9% | $4,034+62.8% | $2,243+192.8% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $5,318-100.0% | $2,729-100.0% |
| Admin fee / account holder | $335 | $1,365-75.5% | $10,693-96.9% | $1,145-70.8% |