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| Provider | Service type | Compensation |
|---|---|---|
UNITED WEALTH MANAGEMENT10+ years Service code 21 · EIN 55-6100340 P.O. BOX 393 · CHARLESTON, WV 25322 | Bank Trustee | $21,660 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,974-100.0% | $105,290-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 24.0%-24.0pp | 13.5%-13.5pp | 18.6%-18.6pp |
| Annual return | 12.17% | 9.14%+3.0pp | 64.50%-52.3pp | 9.77%+2.4pp |
| Employer contribution / active EE | $3,786 | $21,902-82.7% | $23,990-84.2% | $13,890-72.7% |
| Participant deferral / active EE | $0 | $0 | $287-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $1,488-100.0% | $4,431-100.0% | $2,893-100.0% |