See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
SBHU LIFE AGENCY INC2 years Filed as: SBHU LIFE AGENCY, INC. Service code 22 | Insurance Broker | $20,775 |
ELLIS & ELLIS, PLLC8+ years Service code 10 · EIN 55-0771644 UNITED CENTER, SUITE 1000 · CHARLESTON, WV 25301 | Accounting | $10,245 |
JACKSON KELLY PLLC1 year Service code 15 | Recordkeeping | $4,148 |
JACKSON KELLY PLLC8+ years Filed as: JACKSON KELLY Service code 15 · EIN 55-0394215 500 LEE STREET EAST · CHARLESTON, WV 25301 | Recordkeeping | $3,934 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $2,250 |
SHBU LIFE AGENCY INC2 years Service code 22 · EIN 13-2896238 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,991 | $42,353-15.0% | $79,550-54.8% | $64,808-44.5% |
| Participation rate | 57.0% | 64.8%-7.7pp | 69.5%-12.5pp | 71.5%-14.4pp |
| Annual return | -8.99% | -12.24%+3.2pp | 0.16%-9.2pp | 32.82%-41.8pp |
| Employer contribution / active EE | $979 | $1,181-17.1% | $2,413-59.4% | $2,506-60.9% |
| Participant deferral / active EE | $1,525 | $3,170-51.9% | $3,985-61.7% | $4,310-64.6% |
| Admin fee / account holder | $152 | $160-5.0% | $6,832-97.8% | $188-19.3% |