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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER3 years Filed as: MANNING AND NAPIER Service code 51 · EIN 16-0995736 655 METRO PLACE SOUTH · DUBLIN, OH 43017 | Investment Mgmt Fees | $71,995 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: CHEVY CHASE - ASB CAPITAL Service code 50 · EIN 55-0908702 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Direct Payment | $41,247 |
AMERICAN REALTY ADVISORS5+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0672859 500 VIRGINIA STREET EAST SUITE 525 · CHARLESTON, WV 25301 | Contract Administrator | $35,569 |
NEW TOWER2 years Service code 50 · EIN 55-6218800 3 BETHESDA METRO CTR 1600 · BETHESDA, NC 20814 | Direct Payment | $27,641 |
C.S. MCKEE, L.P.5+ years Filed as: CS MCKEE Service code 50 · EIN 25-1900687 ONE GATEWAY · PITTSBURGH, PA 15222 | Direct Payment | $26,781 |
HUNTINGTON NATIONAL BANK2 years Filed as: HUNTINGTON BANK Service code 19 · EIN 31-0966785 PO BOX 633 · CHARLESTON, WV 25322 | Securities Custodian | $23,955 |
STANDARD VALUATIONS5+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVENUE, SUITE 220 · ST. PAUL, MN 55116 | Advisory (Plan) | $17,375 |
GRAY, GRAY & GRAY5+ years Filed as: GRAY, GRIFFITH & MAYS AC Service code 10 · EIN 55-0621482 707 VIRGINIA ST, EAST, SUITE 400 · CHARLESTON, WV 253012711 | Accounting | $16,114 |
FINDLEY2 years Service code 11 · EIN 25-1592340 2591 WEXFORD-BAYNE ROAD, SUITE 402 · SWEICKLEY, PA 15143 | Actuarial | $13,585 |
Filed as: UNITED BANK Service code 50 · EIN 54-1071198 500 VIRGINIA STREET EAST · CHARLESTON, WV 25301 | Direct Payment | $9,178 |
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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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 1.24% | 6.41%-5.2pp | 8.01%-6.8pp | 11.45%-10.2pp |
| Employer contribution / active EE | $12,449 | $11,592+7.4% | $29,475-57.8% | $17,219-27.7% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |