| Provider | Service type | Compensation |
|---|---|---|
Filed as: INTERCONTINENTAL Service code 21 · EIN 55-0756523 | Bank Trustee | $261,895 |
AMERICAN REALTY ADVISORS9+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 12 · EIN 55-0672859 9200 US ROUTE 60 · ONA, WV 25545 | Claims processing | $226,055 |
MANNING & NAPIER9+ years Service code 21 · EIN 16-0995736 | Bank Trustee | $205,915 |
UNITED NATIONAL BANK9+ years Service code 18 · EIN 55-0249860 | Trustee (bank, trust company, or simi... | $158,324 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN CORE REALTY FUND LLC Service code 21 · EIN 95-4871432 | Bank Trustee | $120,685 |
C.S. MCKEE, L.P.1 year Filed as: CS MCKEE LP Service code 21 · EIN 25-1095051 | Bank Trustee | $108,052 |
ANDCO CONSULTING6 years Service code 28 · EIN 59-3676225 | Investment Management | $90,000 |
CHEIRON4 years Filed as: CHERION Service code 11 · EIN 13-4215617 | Actuarial | $74,032 |
Filed as: HARRIS, HARDIN & COMPANY, AC Service code 10 · EIN 55-0756523 | Accounting | $57,201 |
CICCARELLO, DEL GIUDICE & LAFON9+ years Service code 22 · EIN 55-0711953 | Insurance Broker | $27,500 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $7,193,366-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 16.7%-16.7pp | 2.2%-2.2pp |
| Annual return | 9.74% | 10.13%-0.4pp | 78.62%-68.9pp | 9.11%+0.6pp |
| Employer contribution / active EE | $17,343 | $13,162+31.8% | $31,646-45.2% | $12,231+41.8% |
| Participant deferral / active EE | $0 | $1,581-100.0% | $101-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $75,389-100.0% | $125-100.0% |