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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 3150 US RT 60 · ONA, WV 25545 | Contract Administrator | $32,565 |
STANDARD VALUATIONS4+ 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 | $17,793 |
JOHN F. DASCOLI, PLLC4+ years Filed as: JOHN DASCOLI PLLC Service code 29 · EIN 20-5780253 2442 KANAWHA BLVD EAST · CHARLESTON, WV 25311 | Legal | $12,550 |
FRANK N HESTAND CPA PSC4+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $9,000 |
EATON VANCE1 year Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
LEGG MASON1 year Service code 52 · EIN 13-4146187 | Indirect Investment Fees | $0 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 50 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Direct Payment | $0 |
T ROWE PRICE RPS INC1 year Filed as: T.ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 23-1899003 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,318 | $56,443+311.6% | $83,830+177.1% | $55,725+316.9% |
| Participation rate | 95.6% | 72.0%+23.5pp | 76.1%+19.4pp | 70.9%+24.7pp |
| Annual return | -3.17% | 393.67%-396.8pp | 850.97%-854.1pp | 244.93%-248.1pp |
| Employer contribution / active EE | $10,436 | $2,682+289.2% | $3,631+187.4% | $2,078+402.2% |
| Participant deferral / active EE | $88 | $2,965-97.0% | $4,082-97.9% | $3,356-97.4% |
| Admin fee / account holder | $308 | $156+97.3% | $5,479-94.4% | $115+167.6% |