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| Provider | Service type | Compensation |
|---|---|---|
C.S. MCKEE, L.P.1+ years Filed as: C. S. MCKEE L.P. Service code 28 · EIN 25-1095051 ONE GATEWAY CENTER · PITTSBURGH, PA 15222 | Investment Management | $42,980 |
PEOPLES BANK1+ years Service code 19 · EIN 31-1278433 101 FIFTH AVENUE · HUNTINGTON, WV 25701 | Securities Custodian | $20,398 |
STANDARD VALUATIONS1+ years Service code 27 · EIN 41-1329739 790 CLEVELAND AVENUE, S · ST. PAUL, MN 55116 | Advisory (Plan) | $19,000 |
BENESYS, INC.1+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 11590 NORTH MERIDIAN STREET · CARMEL, IN 46032 | Actuarial | $19,000 |
SEGALL BRYANT & HAMILL1+ years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 10 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $17,457 |
Filed as: ZACK'S INVESTMENT MANAGEMENT Service code 28 · EIN 36-3799197 ONE SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $17,221 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL Service code 28 · EIN 52-2288019 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $16,896 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 11 · EIN 55-0672859 3150 U S ROUTE 60 · ONA, WV 25545 | Actuarial | $13,612 |
HARRIS, HARDIN & COMPANY, A.C.1+ years Service code 10 · EIN 55-0756523 404 NINTH STREET · HUNTINGTON, WV 25701 | Accounting | $11,813 |
STATE STREET GLOBAL ADVISORS1+ years Service code 28 · EIN 04-1867445 ONE LINCOLN STREET · BOSTON, MA 02111 | Investment Management | $6,602 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $176,816-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 39.2%-39.2pp | 3.6%-3.6pp |
| Annual return | 0.60% | 11.88%-11.3pp | 2.89%-2.3pp | 11.88%-11.3pp |
| Employer contribution / active EE | $6,831 | $14,612-53.3% | $39,831-82.8% | $14,612-53.3% |
| Participant deferral / active EE | $0 | $518-100.0% | $99-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $478-100.0% | $637-100.0% |