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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS4+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 11 · EIN 55-0672859 3150 U S ROUTE 60 · ONA, WV 25545 | Actuarial | $49,800 |
ASB CAPITAL MANAGEMENT4+ years Filed as: ASB CAPITAL Service code 28 · EIN 52-2288019 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $20,381 |
C.S. MCKEE, L.P.4+ years Filed as: C. S. MCKEE L.P. Service code 28 · EIN 25-1095051 ONE GATEWAY CENTER · PITTSBURGH, PA 15222 | Investment Management | $20,242 |
STANDARD VALUATIONS4+ years Service code 27 · EIN 41-1329739 790 CLEVELAND AVENUE, S · ST. PAUL, MN 55116 | Advisory (Plan) | $19,000 |
Filed as: ZACK'S INVESTMENT MANAGEMENT Service code 28 · EIN 36-3799197 ONE SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $17,699 |
SEGALL BRYANT & HAMILL4+ years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 10 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $17,095 |
HARRIS, HARDIN & COMPANY, A.C.4+ years Service code 10 · EIN 55-0756523 404 NINTH STREET · HUNTINGTON, WV 25701 | Accounting | $13,820 |
PEOPLES BANK4+ years Service code 19 · EIN 31-1278433 101 FIFTH AVENUE · HUNTINGTON, WV 25701 | Securities Custodian | $11,680 |
Filed as: OSBORN, CARREIRO & ASSOCIATES, INC. Service code 11 · EIN 71-0631123 124 WEST CAPITOL AVENUE · LITTLE ROCK, AR 72201 | Actuarial | $10,500 |
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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 | $46,244-100.0% | $192,455-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 2.8%-2.8pp | 27.6%-27.6pp | 2.8%-2.8pp |
| Annual return | 8.35% | 16.32%-8.0pp | 50.81%-42.5pp | 16.32%-8.0pp |
| Employer contribution / active EE | $10,410 | $17,007-38.8% | $42,739-75.6% | $17,007-38.8% |
| Participant deferral / active EE | $0 | $406-100.0% | $90-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $2,268-100.0% | $127-100.0% |