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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS8 years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 3150 US RT 60 · ONA, WV 25545 | Contract Administrator | $30,000 |
STANDARD VALUATIONS10+ years Service code 26 · EIN 41-1327339 790 CLEVELAND AVE,STE200 · ST PAUL, MN 55116 | Advisory (Participants) | $25,750 |
Filed as: PETER L SMITH Service code 17 100 BROADMOOR DRIVE · HUNTINGTON, WV 25705 | Pension Consulting | $21,942 |
JOHN F. DASCOLI, PLLC10+ years Filed as: JOHN DASCOLI PLLC Service code 29 · EIN 20-5780253 2442 KANAWHA BLVD EAST · CHARLESTON, WV 25311 | Legal | $9,200 |
FRANK N HESTAND CPA PSC10+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $9,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 90111 | Recordkeeping | $8,941 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $299,971 | $83,023+261.3% | $102,437+192.8% | $77,762+285.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 15.34% | 19.12%-3.8pp | 24.95%-9.6pp | 31.27%-15.9pp |
| Employer contribution / active EE | $11,012 | $3,552+210.0% | $3,871+184.5% | $2,728+303.6% |
| Participant deferral / active EE | $212 | $4,110-94.8% | $5,060-95.8% | $4,651-95.4% |
| Admin fee / account holder | $290 | $639-54.6% | $8,388-96.5% | $433-33.0% |