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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED ADMINISTRATORS, LLC2+ years Filed as: ASSOCIATED ADMINISTRATORS LLC Service code 13 · EIN 65-1205077 911 RIDGEBROOK ROAD · SPARKS, MD 21152 | Contract Administrator | $27,419 |
STANDARD VALUATIONS2+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVE,STE200 · ST PAUL, MN 55116 | Advisory (Plan) | $21,000 |
Filed as: PETER L SMITH Service code 16 100 BROADMOOR DRIVE · HUNTINGTON, WV 25705 | Consulting | $14,400 |
JOHN F. DASCOLI, PLLC2+ years Filed as: JOHN DASCOLI PLLC Service code 29 · EIN 20-5780253 2442 KANAWHA BLVD EAST · CHARLESTON, WV 25311 | Legal | $12,911 |
FRANK N HESTAND CPA PSC2+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $9,000 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 50 · EIN 04-1590850 | Direct Payment | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,421 | $57,921+187.3% | $84,753+96.4% | $57,658+188.6% |
| Participation rate | 98.9% | 72.9%+26.0pp | 76.6%+22.4pp | 70.2%+28.7pp |
| Annual return | 2.09% | 10.24%-8.1pp | 22.78%-20.7pp | 5.13%-3.0pp |
| Employer contribution / active EE | $8,731 | $2,598+236.0% | $3,574+144.3% | $1,974+342.4% |
| Participant deferral / active EE | $249 | $2,742-90.9% | $3,712-93.3% | $3,061-91.9% |
| Admin fee / account holder | $219 | $130+68.8% | $5,333-95.9% | $95+131.6% |