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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 19 1200 3RD AVE SUITE 100 · HUNTINGTON, WV 25701 | Securities Custodian | $55,411 |
ELLIS & ELLIS, PLLC1+ years Service code 10 UNITED CENTER, SUITE 1000 · CHARLESTON, WV 25301 | Accounting | $14,832 |
JACKSON KELLY PLLC1+ years Filed as: JACKSON KELLY Service code 15 500 LEE STREET EAST · CHARLESTON, WV 25301 | Recordkeeping | $12,139 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,484 | $33,745+31.8% | $64,105-30.6% | $55,191-19.4% |
| Participation rate | 45.8% | 59.4%-13.5pp | 68.2%-22.4pp | 69.2%-23.4pp |
| Annual return | -1.48% | 4.95%-6.4pp | 791.24%-792.7pp | 10.78%-12.3pp |
| Employer contribution / active EE | $723 | $641+12.8% | $1,820-60.3% | $1,899-61.9% |
| Participant deferral / active EE | $1,035 | $1,929-46.4% | $2,822-63.3% | $3,046-66.0% |
| Admin fee / account holder | $516 | $94+447.0% | $4,499-88.5% | $91+468.4% |