Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS8+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0671859 3150 US ROUTE 60 · ONA, WV 25545 | Contract Administrator | $27,705 |
STANDARD VALUATIONS8+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVE SUITE 220 · ST PAUL, MN 55116 | Advisory (Plan) | $20,000 |
GRAY, GRIFFITH & MAYS, A.C.8+ years Service code 10 · EIN 55-0621482 707 VIRGINIA STREET EAST, SUITE 400 · CHARLESTON, WV 25301 | Accounting | $13,395 |
JOHN F. DASCOLI, PLLC8+ years Filed as: JOHN F. DASCOLI PLLC Service code 29 · EIN 20-5780253 2442 KANAWHA BLVD EAST · CHARLESTON, WV 25311 | Legal | $9,077 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,499 | $106,236+69.9% | $112,249+60.8% | $64,819+178.5% |
| Participation rate | 64.0% | 71.7%-7.6pp | 75.1%-11.0pp | 71.5%-7.4pp |
| Annual return | -14.50% | -6.02%-8.5pp | 27.48%-42.0pp | 32.84%-47.3pp |
| Employer contribution / active EE | $5,693 | $3,166+79.8% | $3,636+56.6% | $2,507+127.1% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $334 | $452-26.1% | $6,412-94.8% | $188+77.7% |