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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 19 1200 3RD AVE SUITE 100 · HUNTINGTON, WV 25701 | Securities Custodian | $78,205 |
JACKSON KELLY PLLC5+ years Filed as: JACKSON KELLY Service code 14 500 LEE STREET EAST · CHARLESTON, WV 25301 | Plan Administrator | $19,399 |
ELLIS & ELLIS, PLLC5+ years Service code 10 UNITED CENTER, SUITE 1000 · CHARLESTON, WV 25301 | Accounting | $16,548 |
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 | $46,625 | $40,174+16.1% | $84,023-44.5% | $67,582-31.0% |
| Participation rate | 66.6% | 62.7%+3.9pp | 69.0%-2.5pp | 71.3%-4.7pp |
| Annual return | 20.65% | 25.82%-5.2pp | 71.32%-50.7pp | 378.57%-357.9pp |
| Employer contribution / active EE | $1,133 | $808+40.3% | $1,984-42.9% | $2,148-47.2% |
| Participant deferral / active EE | $1,611 | $2,301-30.0% | $3,239-50.3% | $3,539-54.5% |
| Admin fee / account holder | $509 | $128+296.5% | $6,102-91.7% | $142+257.5% |