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| Provider | Service type | Compensation |
|---|---|---|
BWS ADVISORS LLC4 years Service code 27 2770 ELECTRIC ROAD · ROANOKE, VA 24018 | Advisory (Plan) | $0 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
METRO BENEFITS, INC.4 years Service code 13 8150 PERRY HWY, · PITTSBURG, PA 15237 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,939 | $49,915-24.0% | $154,803-75.5% | $74,304-48.9% |
| Participation rate | 59.3% | 54.0%+5.4pp | 78.1%-18.8pp | 60.3%-1.0pp |
| Annual return | 9.82% | 34.06%-24.2pp | 58.88%-49.1pp | 29.43%-19.6pp |
| Employer contribution / active EE | $1,487 | $1,611-7.7% | $4,305-65.5% | $2,241-33.7% |
| Participant deferral / active EE | $2,775 | $2,255+23.1% | $5,540-49.9% | $3,767-26.3% |
| Admin fee / account holder | $150 | $2,189-93.2% | $14,329-99.0% | $2,969-95.0% |