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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $31,545 |
Filed as: MITCHELL MCLEOD PUGH & WILLIAMS INC Service code 28 · EIN 20-3706574 | Investment Management | $15,618 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,828 | $88,137+55.2% | $164,975-17.1% | $74,429+83.8% |
| Participation rate | 65.0% | 73.1%-8.1pp | 78.6%-13.6pp | 67.2%-2.2pp |
| Annual return | 20.24% | 17.13%+3.1pp | 70.12%-49.9pp | 1368.38%-1348.1pp |
| Employer contribution / active EE | $651 | $2,597-74.9% | $4,343-85.0% | $2,625-75.2% |
| Participant deferral / active EE | $2,596 | $4,501-42.3% | $6,033-57.0% | $4,348-40.3% |
| Admin fee / account holder | $377 | $2,231-83.1% | $12,688-97.0% | $1,944-80.6% |