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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 3150 US RT 60 · ONA, WV 25545 | Contract Administrator | $30,000 |
STANDARD VALUATIONS6+ 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 | $18,697 |
JOHN F. DASCOLI, PLLC6+ years Filed as: JOHN DASCOLI PLLC Service code 29 · EIN 20-5780253 2442 KANAWHA BLVD EAST · CHARLESTON, WV 25311 | Legal | $17,848 |
EATON VANCE3 years Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
LEGG MASON3 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 |
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.)
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 | $324,027 | $91,517+254.1% | $101,271+220.0% | $73,412+341.4% |
| Participation rate | 94.4% | 73.8%+20.7pp | 75.8%+18.6pp | 72.2%+22.3pp |
| Annual return | 15.27% | 17.17%-1.9pp | 46.48%-31.2pp | 59.30%-44.0pp |
| Employer contribution / active EE | $11,312 | $2,877+293.2% | $3,660+209.1% | $2,234+406.4% |
| Participant deferral / active EE | $4 | $3,338-99.9% | $4,371-99.9% | $3,806-99.9% |
| Admin fee / account holder | $331 | $216+53.2% | $5,948-94.4% | $158+109.5% |