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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD FIDUCIARY TRUST Service code 50 · EIN 23-2186884 PO BOX 2600 · VALLEY FORGE, PA 19482 | Direct Payment | $23,011 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0671859 3150 US ROUTE 60 · ONA, WV 25545 | Contract Administrator | $19,350 |
JOHN F. DASCOLI, PLLC1+ years Filed as: JOHN F. DASCOLI PLLC Service code 29 · EIN 20-5780253 2442 KANAWHA BLVD EAST · CHARLESTON, WV 25311 | Legal | $18,318 |
STANDARD VALUATIONS1+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVE SUITE 220 · ST PAUL, MN 55116 | Advisory (Plan) | $17,000 |
GRAY, GRIFFITH & MAYS, A.C.1+ years Service code 10 · EIN 55-0621482 707 VIRGINIA STREET EAST, SUITE 400 · CHARLESTON, WV 25301 | Accounting | $10,000 |
HARRIS, HARDIN & COMPANY, A.C.1+ years Filed as: HARRIS, HARDIN & CO. Service code 10 · EIN 55-0756523 404 9TH STREET, SUITE 201 · HUNTINGTON, WV 25701 | Accounting | $7,353 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,000 | $50,498+6.9% | $75,784-28.7% | $55,191-2.2% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | -1.00% | 1.80%-2.8pp | 9.68%-10.7pp | 10.78%-11.8pp |
| Employer contribution / active EE | $5,271 | $2,291+130.1% | $3,323+58.6% | $1,899+177.6% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $133 | $123+8.4% | $5,300-97.5% | $91+46.9% |