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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER2 years Filed as: MANNING AND NAPIER Service code 51 · EIN 16-0995736 655 METRO PLACE SOUTH · DUBLIN, OH 43017 | Investment Mgmt Fees | $80,074 |
AMERICAN REALTY ADVISORS4+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0672859 500 VIRGINIA STREET EAST SUITE 525 · CHARLESTON, WV 25301 | Contract Administrator | $38,132 |
C.S. MCKEE, L.P.4+ years Filed as: CS MCKEE Service code 50 · EIN 25-1900687 ONE GATEWAY · PITTSBURGH, PA 15222 | Direct Payment | $37,642 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: CHEVY CHASE - ASB CAPITAL Service code 50 · EIN 55-0908702 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Direct Payment | $29,439 |
NEW TOWER1 year Service code 50 · EIN 55-6218800 3 BETHESDA METRO CTR 1600 · BETHESDA, NC 20814 | Direct Payment | $26,424 |
FINDLEY1 year Service code 11 · EIN 25-1592340 2591 WEXFORD-BAYNE ROAD, SUITE 402 · SWEICKLEY, PA 15143 | Actuarial | $18,935 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 50 · EIN 36-4776242 1235 WESTLAKES DRIVE · BERWYN, PA 19312 | Direct Payment | $16,477 |
HUNTINGTON NATIONAL BANK1 year Filed as: HUNTINGTON BANK Service code 19 · EIN 31-0966785 PO BOX 633 · CHARLESTON, WV 25322 | Securities Custodian | $16,453 |
STANDARD VALUATIONS4+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVENUE, SUITE 220 · ST. PAUL, MN 55116 | Advisory (Plan) | $14,384 |
GRAY, GRAY & GRAY4+ years Filed as: GRAY, GRIFFITH & MAYS AC Service code 10 · EIN 55-0621482 707 VIRGINIA ST, EAST, SUITE 400 · CHARLESTON, WV 253012711 | Accounting | $13,782 |
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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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 9.74% | 33.70%-24.0pp | 14.64%-4.9pp | 53.27%-43.5pp |
| Employer contribution / active EE | $17,394 | $14,473+20.2% | $41,831-58.4% | $14,774+17.7% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |