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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 216 FRANKLIN ST · JOHNSTOWN, PA 15901 | Recordkeeping | $106,327 |
WESBANCO BANK INC1+ years Service code 99 1 BANK PLAZA · WHEELING, WV 26003 | Other Fees | $21,289 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,747 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,408 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $347,194 | $81,487+326.1% | $102,412+239.0% | $80,935+329.0% |
| Participation rate | 88.0% | 66.8%+21.1pp | 74.5%+13.4pp | 67.7%+20.3pp |
| Annual return | 8.90% | 25.60%-16.7pp | 24.94%-16.0pp | 35.66%-26.8pp |
| Employer contribution / active EE | $13,122 | $3,103+322.9% | $3,870+239.1% | $2,757+376.0% |
| Participant deferral / active EE | $6,846 | $3,871+76.9% | $5,060+35.3% | $4,299+59.2% |
| Admin fee / account holder | $1,574 | $6,717-76.6% | $8,388-81.2% | $6,924-77.3% |