Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 3150 US RT 60 · ONA, WV 25545 | Contract Administrator | $30,000 |
STANDARD VALUATIONS5+ 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 | $17,788 |
JOHN F. DASCOLI, PLLC5+ years Filed as: JOHN DASCOLI PLLC Service code 29 · EIN 20-5780253 2442 KANAWHA BLVD EAST · CHARLESTON, WV 25311 | Legal | $12,256 |
FRANK N HESTAND CPA PSC5+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $9,537 |
EATON VANCE2 years Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
LEGG MASON2 years Service code 52 · EIN 13-4146187 | Indirect Investment Fees | $0 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 51-0082711 | Indirect Investment Fees | $0 |
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 | $274,420 | $66,601+312.0% | $92,909+195.4% | $67,579+306.1% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 23.72% | 92.58%-68.9pp | 109.44%-85.7pp | 378.56%-354.8pp |
| Employer contribution / active EE | $11,211 | $2,775+303.9% | $3,653+206.9% | $2,148+422.0% |
| Participant deferral / active EE | $42 | $3,157-98.7% | $4,238-99.0% | $3,539-98.8% |
| Admin fee / account holder | $286 | $199+43.6% | $5,795-95.1% | $142+100.7% |