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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 19 1200 3RD AVE SUITE 100 · HUNTINGTON, WV 25701 | Securities Custodian | $58,164 |
ELLIS & ELLIS, PLLC2+ years Service code 10 UNITED CENTER, SUITE 1000 · CHARLESTON, WV 25301 | Accounting | $15,444 |
JACKSON KELLY PLLC2+ years Filed as: JACKSON KELLY Service code 15 500 LEE STREET EAST · CHARLESTON, WV 25301 | Recordkeeping | $14,060 |
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 | $43,882 | $37,044+18.5% | $71,796-38.9% | $57,658-23.9% |
| Participation rate | 54.0% | 61.1%-7.1pp | 69.1%-15.1pp | 70.2%-16.2pp |
| Annual return | 7.13% | 12.64%-5.5pp | 78.04%-70.9pp | 5.13%+2.0pp |
| Employer contribution / active EE | $875 | $720+21.5% | $1,924-54.5% | $1,974-55.7% |
| Participant deferral / active EE | $1,215 | $1,974-38.4% | $2,794-56.5% | $3,061-60.3% |
| Admin fee / account holder | $476 | $101+371.7% | $4,815-90.1% | $95+403.7% |