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 ADVISORS6 years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 3150 US RT 60 · ONA, WV 25545 | Contract Administrator | $30,000 |
STANDARD VALUATIONS8+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVE,STE200 · ST PAUL, MN 55116 | Advisory (Plan) | $23,250 |
Filed as: PETER L SMITH Service code 16 100 BROADMOOR DRIVE · HUNTINGTON, WV 25705 | Consulting | $20,848 |
JOHN F. DASCOLI, PLLC8+ years Filed as: JOHN DASCOLI PLLC Service code 29 · EIN 20-5780253 2442 KANAWHA BLVD EAST · CHARLESTON, WV 25311 | Legal | $19,647 |
FRANK N HESTAND CPA PSC8+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $9,000 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD Service code 52 · EIN 51-0082711 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $253,166 | $106,236+138.3% | $112,249+125.5% | $64,819+290.6% |
| Participation rate | 95.8% | 71.7%+24.2pp | 75.1%+20.8pp | 71.5%+24.4pp |
| Annual return | -19.81% | -6.02%-13.8pp | 27.48%-47.3pp | 32.84%-52.7pp |
| Employer contribution / active EE | $13,551 | $3,166+328.0% | $3,636+272.7% | $2,507+440.5% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $345 | $452-23.6% | $6,412-94.6% | $188+83.7% |