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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Filed as: VANGUARD FIDUCIARY TRUST Service code 50 · EIN 23-2186884 PO BOX 2600 · VALLEY FORGE, PA 19482 | Direct Payment | $21,208 |
AMERICAN REALTY ADVISORS4+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0671859 3150 US ROUTE 60 · ONA, WV 25545 | Contract Administrator | $19,768 |
STANDARD VALUATIONS4+ 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.4+ years Service code 10 · EIN 55-0621482 707 VIRGINIA STREET EAST, SUITE 400 · CHARLESTON, WV 25301 | Accounting | $11,444 |
JOHN F. DASCOLI, PLLC4+ years Filed as: JOHN F. DASCOLI PLLC Service code 29 · EIN 20-5780253 2442 KANAWHA BLVD EAST · CHARLESTON, WV 25311 | Legal | $10,350 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,960 | $56,443+121.4% | $83,830+49.1% | $55,725+124.2% |
| Participation rate | 95.6% | 72.0%+23.6pp | 76.1%+19.5pp | 70.9%+24.8pp |
| Annual return | -4.85% | 393.67%-398.5pp | 850.97%-855.8pp | 244.93%-249.8pp |
| Employer contribution / active EE | $7,571 | $2,682+182.3% | $3,631+108.5% | $2,078+264.3% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $222 | $156+41.9% | $5,479-96.0% | $115+92.4% |