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| Provider | Service type | Compensation |
|---|---|---|
WESBANCO BANK INC3 years Service code 25 1 BANK PLAZA · WHEELING, WV 26003 | Directed Trustee | $14,647 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,425 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,436 | $59,107-7.9% | $86,439-37.0% | $68,495-20.5% |
| Participation rate | 82.1% | 75.2%+6.8pp | 80.3%+1.8pp | 67.9%+14.2pp |
| Annual return | -15.52% | -0.23%-15.3pp | 4395.55%-4411.1pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,948 | $2,519-22.7% | $3,769-48.3% | $2,596-25.0% |
| Participant deferral / active EE | $3,794 | $5,901-35.7% | $6,952-45.4% | $4,028-5.8% |
| Admin fee / account holder | $171 | $5,637-97.0% | $6,732-97.5% | $5,403-96.8% |