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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 | $24,265-100.0% | $136,833-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 9.3%-9.3pp |
| Annual return | 12.17% | 10.08%+2.1pp | -1.97%+14.1pp | 9.76%+2.4pp |
| Employer contribution / active EE | $3,786 | $16,866-77.6% | $19,908-81.0% | $12,965-70.8% |
| Participant deferral / active EE | $0 | $0 | $0 | $143-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $5,412-100.0% | $4,785-100.0% |