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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $59,281 |
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD FIDUCIARY TRUST Service code 50 · EIN 23-2186884 PO BOX 2600 · VALLEY FORGE, PA 19482 | Direct Payment | $32,816 |
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0671859 3150 US ROUTE 60 · ONA, WV 25545 | Contract Administrator | $23,397 |
Filed as: JOHN F. DASCOLI Service code 29 · EIN 20-5780253 2442 KANAWHA BLVD EAST · CHARLESTON, WV 25331 | Legal | $9,075 |
GRAY, GRIFFITH & MAYS, A.C.2+ years Service code 10 · EIN 55-0621482 707 VIRGINIA ST. E, STE. 400 · CHARLESTON, WV 25301 | Accounting | $8,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,068 | $57,921+112.5% | $84,753+45.2% | $57,658+113.4% |
| Participation rate | 95.7% | 72.9%+22.8pp | 76.6%+19.1pp | 70.2%+25.5pp |
| Annual return | 3.36% | 10.24%-6.9pp | 22.78%-19.4pp | 5.13%-1.8pp |
| Employer contribution / active EE | $4,894 | $2,598+88.3% | $3,574+36.9% | $1,974+147.9% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $294 | $130+126.4% | $5,333-94.5% | $95+210.6% |