| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: RETIREMENT PLAN SVCS OF AMERICA Service code 15 · EIN 52-1370869 1001 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Recordkeeping | $364,322 |
Filed as: UNITED BANK Service code 15 · EIN 31-1051736 500 VIRGINIA STREET EAST · CHARLESTON, WV 25322 | Recordkeeping | $31,747 |
STANDARD VALUATIONS4+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVENUE, SOUTH · ST. PAUL, MN 55116 | Advisory (Plan) | $20,000 |
HARRIS, HARDIN & COMPANY, A.C.4+ years Service code 10 · EIN 55-0756523 404 NINTH STREET · HUNTINGTON, WV 25701 | Accounting | $11,500 |
JOHN F. DASCOLI, PLLC1 year Service code 29 · EIN 20-5780253 2442 KANAWHA BOULEVARD, EAST · CHARLESTON, WV 25311 | Legal | $5,650 |
STEEL OAKS4+ years Filed as: STEEL OAKS INVESTMENT ADVISORS Service code 28 · EIN 55-0754821 3205 PENNSYLVANIA AVENUE · WIERTON, WV 26062 | Investment Management | $0 |
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 | $6,706 | $110,760-93.9% | $162,185-95.9% | $82,204-91.8% |
| Participation rate | 100.0% | 92.7%+7.3pp | 87.6%+12.4pp | 73.4%+26.6pp |
| Annual return | 1.25% | 22.97%-21.7pp | 115.61%-114.4pp | 26.31%-25.1pp |
| Employer contribution / active EE | $3,179 | $4,437-28.4% | $5,613-43.4% | $2,707+17.4% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $7,297-100.0% | $4,246-100.0% |
| Admin fee / account holder | $39 | $65-39.7% | $10,844-99.6% | $76-48.0% |