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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 19 1200 3RD AVE SUITE 100 · HUNTINGTON, WV 25701 | Securities Custodian | $80,620 |
ELLIS & ELLIS, PLLC4+ years Service code 10 UNITED CENTER, SUITE 1000 · CHARLESTON, WV 25301 | Accounting | $16,075 |
JACKSON KELLY PLLC4+ years Filed as: JACKSON KELLY Service code 14 500 LEE STREET EAST · CHARLESTON, WV 25301 | Plan Administrator | $14,002 |
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 | $47,227 | $35,485+33.1% | $74,551-36.7% | $55,725-15.2% |
| Participation rate | 62.0% | 62.5%-0.5pp | 69.1%-7.1pp | 70.9%-8.8pp |
| Annual return | -3.90% | 0.72%-4.6pp | 32.53%-36.4pp | 244.93%-248.8pp |
| Employer contribution / active EE | $1,051 | $777+35.2% | $1,961-46.4% | $2,078-49.4% |
| Participant deferral / active EE | $1,479 | $2,181-32.2% | $3,108-52.4% | $3,356-55.9% |
| Admin fee / account holder | $536 | $114+368.9% | $5,059-89.4% | $115+365.5% |