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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0672859 500 VIRGINIA STREET EAST SUITE 525 · CHARLESTON, WV 25301 | Contract Administrator | $34,744 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: CHEVY CHASE - ASB Service code 50 · EIN 55-0908702 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Direct Payment | $31,480 |
C.S. MCKEE, L.P.2+ years Filed as: CS MCKEE Service code 50 · EIN 25-1900687 ONE GATEWAY · PITTSBURGH, PA 15222 | Direct Payment | $26,319 |
HALLETT ASSOCIATES, INC.2+ years Filed as: HALLETT ASSOCIATES Service code 11 · EIN 25-1592340 2591 WEXFORD-BAYNE ROAD, SUITE 402 · SWEICKLEY, PA 15143 | Actuarial | $19,945 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 50 1235 WESTLAKES DRIVE · BERWYN, PA 19312 | Direct Payment | $13,712 |
GRAY, GRAY & GRAY2+ years Filed as: GRAY, GRIFFITH & MAYS AC Service code 10 · EIN 55-0621482 707 VIRGINIA STREET, EAST, SUTIE 40 · CHARLESTON, WV 253012711 | Accounting | $12,986 |
JOHN F. DASCOLI, PLLC2+ years Service code 29 · EIN 20-5780253 2442 KANAWHA BLVD EAST · CHARLESTON, WV 25311 | Legal | $8,892 |
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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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 10.74% | 13.03%-2.3pp | 10.36%+0.4pp | 23.90%-13.2pp |
| Employer contribution / active EE | $12,610 | $15,779-20.1% | $37,738-66.6% | $16,539-23.8% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |