| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: RETIREMENT PLAN SVCS OF AMERICA Service code 15 · EIN 52-1370869 1001 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Recordkeeping | $170,245 |
Filed as: UNITED BANK Service code 15 · EIN 31-1051736 500 VIRGINIA STREET EAST · CHARLESTON, WV 25322 | Recordkeeping | $54,060 |
STEEL OAKS1+ years Filed as: STEEL OAKS INVESTMENT ADVISORS Service code 28 · EIN 55-0754821 3205 PENNSYLVANIA AVENUE · WIERTON, WV 26062 | Investment Management | $30,000 |
STANDARD VALUATIONS1+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVENUE, SOUTH · ST. PAUL, MN 55116 | Advisory (Plan) | $20,000 |
HARRIS, HARDIN & COMPANY, A.C.1+ years Service code 10 · EIN 55-0756523 404 NINTH STREET · HUNTINGTON, WV 25701 | Accounting | $9,198 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,799 | $82,683-90.6% | $133,975-94.2% | $65,292-88.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.1%+12.9pp | 72.4%+27.6pp |
| Annual return | -0.09% | 9.63%-9.7pp | 29.29%-29.4pp | 11.84%-11.9pp |
| Employer contribution / active EE | $1,698 | $3,583-52.6% | $5,211-67.4% | $2,302-26.2% |
| Participant deferral / active EE | $0 | $5,190-100.0% | $6,282-100.0% | $3,579-100.0% |
| Admin fee / account holder | $47 | $66-29.2% | $9,324-99.5% | $57-18.9% |