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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD FIDUCIARY TRUST Service code 50 · EIN 23-2186884 PO BOX 2600 · VALLEY FORGE, PA 19482 | Direct Payment | $19,927 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0671859 3150 US ROUTE 60 · ONA, WV 25545 | Contract Administrator | $17,888 |
STANDARD VALUATIONS3+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVE SUITE 220 · ST PAUL, MN 55116 | Advisory (Plan) | $17,000 |
JOHN F. DASCOLI, PLLC3+ years Filed as: JOHN F. DASCOLI PLLC Service code 29 · EIN 20-5780253 2442 KANAWHA BLVD EAST · CHARLESTON, WV 25311 | Legal | $12,178 |
GRAY, GRIFFITH & MAYS, A.C.3+ years Service code 10 · EIN 55-0621482 707 VIRGINIA STREET EAST, SUITE 400 · CHARLESTON, WV 25301 | Accounting | $11,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $60,545-100.0% | $92,240-100.0% | $69,631-100.0% |
| Participation rate | 0.0% | 72.2%-72.2pp | 76.5%-76.5pp | 70.7%-70.7pp |
| Annual return | 16.78% | 19.71%-2.9pp | 176.29%-159.5pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $6,553 | $2,633+148.9% | $3,680+78.1% | $2,032+222.5% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $5,194-100.0% | $110-100.0% |