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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER8 years Filed as: MANNING AND NAPIER Service code 50 · EIN 16-0995736 655 METRO PLACE SOUTH · DUBLIN, OH 43017 | Direct Payment | $82,419 |
C.S. MCKEE, L.P.10+ years Filed as: CS MCKEE Service code 50 · EIN 25-1900687 ONE GATEWAY · PITTSBURGH, PA 15222 | Direct Payment | $44,981 |
AMERICAN REALTY ADVISORS10+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0672859 500 VIRGINIA STREET EAST SUITE 525 · CHARLESTON, WV 25301 | Contract Administrator | $40,082 |
NEW TOWER7 years Service code 50 · EIN 55-6218800 3 BETHESDA METRO CTR 1600 · BETHESDA, NC 20814 | Direct Payment | $37,460 |
JPMORGAN INVEST HOLDINGS LLC8 years Filed as: CHEVY CHASE - ASB CAPITAL Service code 50 · EIN 55-0908702 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Direct Payment | $35,782 |
STANDARD VALUATIONS10+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVENUE, SUITE 220 · ST. PAUL, MN 55116 | Advisory (Plan) | $24,700 |
INDEPENDENT FINANCIAL PARTNERS10+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 50 · EIN 36-4776242 1235 WESTLAKES DRIVE · BERWYN, PA 19312 | Direct Payment | $23,568 |
GRAY, GRAY & GRAY10+ years Filed as: GRAY, GRIFFITH & MAYS AC Service code 10 · EIN 55-0621482 707 VIRGINIA ST, EAST, SUITE 400 · CHARLESTON, WV 253012711 | Accounting | $19,750 |
Service code 11 124 WEST CAPITOL AVENUE, SUITE 1690 · LITTLE ROCK, AR 72201 | Actuarial | $17,000 |
JOHN F. DASCOLI, PLLC10+ years Service code 29 · EIN 20-5780253 2442 KANAWHA BLVD EAST · CHARLESTON, WV 25311 | Legal | $6,699 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $36,224-100.0% | $82,130-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 2.9%-2.9pp |
| Annual return | 6.97% | 9.01%-2.0pp | 8.99%-2.0pp | 8.39%-1.4pp |
| Employer contribution / active EE | $14,808 | $13,944+6.2% | $25,171-41.2% | $18,340-19.3% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $1-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $1,134-100.0% | $200-100.0% |