| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 13 · EIN 06-1050034 | Contract Administrator | $572,105 |
STANDARD VALUATIONS5+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVENUE, SOUTH · ST. PAUL, MN 55116 | Advisory (Plan) | $20,000 |
HARRIS, HARDIN & COMPANY, A.C.5+ years Service code 10 · EIN 55-0756523 404 NINTH STREET · HUNTINGTON, WV 25701 | Accounting | $13,500 |
Filed as: UNITED BANK Service code 15 · EIN 31-1051736 500 VIRGINIA STREET EAST · CHARLESTON, WV 25322 | Recordkeeping | $10,764 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $7,461 | $122,602-93.9% | $177,839-95.8% | $93,223-92.0% |
| Participation rate | 100.0% | 91.3%+8.7pp | 87.7%+12.3pp | 74.9%+25.1pp |
| Annual return | 3.96% | 22.53%-18.6pp | 48.33%-44.4pp | 19.29%-15.3pp |
| Employer contribution / active EE | $1,266 | $4,338-70.8% | $5,919-78.6% | $2,680-52.8% |
| Participant deferral / active EE | $0 | $7,134-100.0% | $7,714-100.0% | $4,563-100.0% |
| Admin fee / account holder | $53 | $62-14.0% | $12,432-99.6% | $79-33.1% |