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| Provider | Service type | Compensation |
|---|---|---|
ATLANTA CAPITAL MANAGEMENT7 years Filed as: ATLANTA CONSULTING GROUP Service code 27 · EIN 81-5358976 309 EAST PACES FERRY RD · ATLANTA, GA 30305 | Advisory (Plan) | $96,982 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 PO BOX 2600 · VALLEY FORGE, PA 19482 | Recordkeeping | $77,294 |
AMERICAN REALTY ADVISORS10+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0671859 9200 US ROUTE 60 · ONA, WV 25545 | Contract Administrator | $72,449 |
GRAY, GRIFFITH & MAYS, A.C.10+ years Service code 10 · EIN 55-0621482 707 VIRGINIA ST. E, STE. 400 · CHARLESTON, WV 25301 | Accounting | $13,000 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN F. DASCOLI Service code 29 · EIN 20-5780253 2442 KANAWHA BLVD EAST · CHARLESTON, WV 25331 | Legal | $10,602 |
Service code 10 · EIN 22-0756523 P.O. BOX 2269 · HUNTINGTON, WV 257232269 | Accounting | $6,987 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,336 | $82,979+75.1% | $102,412+41.9% | $77,736+87.0% |
| Participation rate | 84.3% | 71.5%+12.8pp | 74.5%+9.8pp | 70.6%+13.7pp |
| Annual return | 13.52% | 19.11%-5.6pp | 24.94%-11.4pp | 31.26%-17.7pp |
| Employer contribution / active EE | $12,665 | $3,554+256.4% | $3,870+227.3% | $2,728+364.3% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $343 | $639-46.3% | $8,388-95.9% | $433-20.9% |