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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS5+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0671859 3150 US ROUTE 60 · ONA, WV 25545 | Contract Administrator | $19,871 |
THE VANGUARD GROUP, INC.5+ years Filed as: VANGUARD FIDUCIARY TRUST Service code 50 · EIN 23-2186884 PO BOX 2600 · VALLEY FORGE, PA 19482 | Direct Payment | $19,140 |
STANDARD VALUATIONS5+ 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.5+ years Service code 10 · EIN 55-0621482 707 VIRGINIA STREET EAST, SUITE 400 · CHARLESTON, WV 25301 | Accounting | $11,451 |
JOHN F. DASCOLI, PLLC5+ years Filed as: JOHN F. DASCOLI PLLC Service code 29 · EIN 20-5780253 2442 KANAWHA BLVD EAST · CHARLESTON, WV 25311 | Legal | $8,846 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,611 | $66,601+135.1% | $92,909+68.6% | $67,579+131.7% |
| Participation rate | 85.3% | 72.5%+12.8pp | 76.0%+9.3pp | 71.3%+14.0pp |
| Annual return | 20.91% | 92.58%-71.7pp | 109.44%-88.5pp | 378.56%-357.6pp |
| Employer contribution / active EE | $6,870 | $2,775+147.5% | $3,653+88.0% | $2,148+219.8% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $186 | $199-6.7% | $5,795-96.8% | $142+30.4% |