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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $63,048 |
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD FIDUCIARY TRUST Service code 50 · EIN 23-2186884 PO BOX 2600 · VALLEY FORGE, PA 19482 | Direct Payment | $28,708 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0671859 3150 US ROUTE 60 · ONA, WV 25545 | Contract Administrator | $23,326 |
GRAY, GRIFFITH & MAYS, A.C.3+ years Service code 10 · EIN 55-0621482 707 VIRGINIA ST. E, STE. 400 · CHARLESTON, WV 25301 | Accounting | $9,000 |
Filed as: JOHN F. DASCOLI Service code 29 · EIN 20-5780253 2442 KANAWHA BLVD EAST · CHARLESTON, WV 25331 | Legal | $8,965 |
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 | $140,001 | $60,545+131.2% | $92,236+51.8% | $69,631+101.1% |
| Participation rate | 93.7% | 72.2%+21.6pp | 76.5%+17.2pp | 70.7%+23.0pp |
| Annual return | 14.33% | 19.71%-5.4pp | 176.29%-162.0pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $5,662 | $2,633+115.0% | $3,679+53.9% | $2,032+178.6% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $302 | $145+108.5% | $5,194-94.2% | $110+173.3% |