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| Provider | Service type | Compensation |
|---|---|---|
C.S. MCKEE, L.P.1+ years Filed as: CS MCKEE Service code 50 · EIN 25-1900687 ONE GATEWAY · PITTSBURGH, PA 15222 | Direct Payment | $45,622 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0672859 500 VIRGINIA STREET EAST SUITE 525 · CHARLESTON, WV 25301 | Contract Administrator | $34,003 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 50 1235 WESTLAKES DRIVE · BERWYN, PA 19312 | Direct Payment | $24,018 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: CHEVY CHASE - ASB Service code 50 · EIN 55-0908702 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Direct Payment | $23,661 |
HALLETT ASSOCIATES, INC.1+ years Filed as: HALLETT ASSOCIATES Service code 11 · EIN 25-1592340 2591 WEXFORD-BAYNE ROAD, SUITE 402 · SWEICKLEY, PA 15143 | Actuarial | $18,050 |
GRAY, GRAY & GRAY1+ years Filed as: GRAY, GRIFFITH & MAYS AC Service code 10 · EIN 55-0621482 707 VIRGINIA STREET, EAST, SUTIE 40 · CHARLESTON, WV 253012711 | Accounting | $12,303 |
JOHN F. DASCOLI, PLLC1+ years Service code 29 · EIN 20-5780253 2442 KANAWHA BLVD EAST · CHARLESTON, WV 25311 | Legal | $9,564 |
STANDARD VALUATIONS1+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVENUE, SUITE 220 · ST. PAUL, MN 55116 | Advisory (Plan) | $7,524 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | -1.78% | 5.13%-6.9pp | 4.74%-6.5pp | 7.18%-9.0pp |
| Employer contribution / active EE | $13,980 | $14,689-4.8% | $36,089-61.3% | $13,095+6.8% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |