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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Filed as: VANGUARD FIDUCIARY TRUST Service code 50 · EIN 23-2186884 PO BOX 2600 · VALLEY FORGE, PA 19482 | Direct Payment | $34,534 |
AMERICAN REALTY ADVISORS6+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0671859 3150 US ROUTE 60 · ONA, WV 25545 | Contract Administrator | $18,934 |
STANDARD VALUATIONS6+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVE SUITE 220 · ST PAUL, MN 55116 | Advisory (Plan) | $17,000 |
JOHN F. DASCOLI, PLLC6+ years Filed as: JOHN F. DASCOLI PLLC Service code 29 · EIN 20-5780253 2442 KANAWHA BLVD EAST · CHARLESTON, WV 25311 | Legal | $16,070 |
GRAY, GRIFFITH & MAYS, A.C.6+ years Service code 10 · EIN 55-0621482 707 VIRGINIA STREET EAST, SUITE 400 · CHARLESTON, WV 25301 | Accounting | $11,700 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,199 | $91,517+102.4% | $101,271+82.9% | $73,412+152.3% |
| Participation rate | 72.4% | 73.8%-1.3pp | 75.8%-3.4pp | 72.2%+0.3pp |
| Annual return | 15.52% | 17.17%-1.7pp | 46.48%-31.0pp | 59.30%-43.8pp |
| Employer contribution / active EE | $5,768 | $2,877+100.5% | $3,660+57.6% | $2,234+158.2% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $281 | $216+30.2% | $5,948-95.3% | $158+77.9% |