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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS7 years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 3150 US RT 60 · ONA, WV 25545 | Contract Administrator | $30,000 |
STANDARD VALUATIONS9+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVE,STE200 · ST PAUL, MN 55116 | Advisory (Plan) | $24,750 |
Filed as: PETER L SMITH Service code 17 100 BROADMOOR DRIVE · HUNTINGTON, WV 25705 | Pension Consulting | $20,681 |
JOHN F. DASCOLI, PLLC9+ years Filed as: JOHN DASCOLI PLLC Service code 29 · EIN 20-5780253 2442 KANAWHA BLVD EAST · CHARLESTON, WV 25311 | Legal | $14,317 |
FRANK N HESTAND CPA PSC9+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $11,048 |
Filed as: EMPLOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 90111 | Investment Management | $4,386 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 90111 | Recordkeeping 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 | $279,498 | $93,010+200.5% | $96,520+189.6% | $74,440+275.5% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 19.02% | 37.50%-18.5pp | 35.72%-16.7pp | 34.37%-15.4pp |
| Employer contribution / active EE | $10,917 | $3,427+218.5% | $3,739+192.0% | $2,638+313.9% |
| Participant deferral / active EE | $295 | $3,971-92.6% | $4,879-94.0% | $4,529-93.5% |
| Admin fee / account holder | $286 | $633-54.8% | $6,733-95.8% | $348-17.8% |