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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS7+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 11 · EIN 55-0672859 3150 U S ROUTE 60 · ONA, WV 25545 | Actuarial | $37,800 |
ASB CAPITAL MANAGEMENT7+ years Filed as: ASB CAPITAL Service code 28 · EIN 52-2288019 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $23,066 |
Filed as: ZACK'S INVESTMENT MANAGEMENT Service code 28 · EIN 36-3799197 ONE SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $22,522 |
SEGALL BRYANT & HAMILL7+ years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 10 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $21,627 |
STANDARD VALUATIONS7+ years Service code 27 · EIN 41-1329739 790 CLEVELAND AVENUE, S · ST. PAUL, MN 55116 | Advisory (Plan) | $20,500 |
Service code 28 · EIN 52-6218800 700 THIRTEENTH STREET, NW · WASHINGTON, DC 20005 | Investment Management | $16,535 |
HARRIS, HARDIN & COMPANY, A.C.7+ years Service code 10 · EIN 55-0756523 404 NINTH STREET · HUNTINGTON, WV 25701 | Accounting | $14,879 |
OSBORN CARREIRO & ASSOCIATES4 years Filed as: OSBORN, CARREIRO & ASSOCIATES, INC. Service code 11 · EIN 71-0631123 124 WEST CAPITOL AVENUE · LITTLE ROCK, AR 72201 | Actuarial | $14,000 |
PEOPLES BANK7+ years Service code 19 · EIN 31-1278433 101 FIFTH AVENUE · HUNTINGTON, WV 25701 | Securities Custodian | $12,902 |
C.S. MCKEE, L.P.7+ years Filed as: C. S. MCKEE L.P. Service code 28 · EIN 25-1095051 ONE GATEWAY CENTER · PITTSBURGH, PA 15222 | Investment Management | $5,879 |
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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 | $46,984-100.0% | $104,068-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 52.6%-52.6pp | 5.6%-5.6pp |
| Annual return | -6.16% | 39.77%-45.9pp | -10.12%+4.0pp | 39.77%-45.9pp |
| Employer contribution / active EE | $11,402 | $19,959-42.9% | $47,166-75.8% | $19,959-42.9% |
| Participant deferral / active EE | $0 | $614-100.0% | $492-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $4,025-100.0% | $62-100.0% |