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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $15,658 |
WESBANCO BANK INC1 year Filed as: WESBANCO BANK INC. Service code 25 1 BANK PLAZA · WHEELING, WV 26003 | Directed Trustee | $7,064 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,337 | $50,815-69.8% | $155,509-90.1% | $77,643-80.2% |
| Participation rate | 28.4% | 63.1%-34.7pp | 78.2%-49.7pp | 70.6%-42.1pp |
| Annual return | 16.31% | 34.80%-18.5pp | 64.67%-48.4pp | 31.24%-14.9pp |
| Employer contribution / active EE | $361 | $1,993-81.9% | $4,672-92.3% | $2,726-86.8% |
| Participant deferral / active EE | $576 | $2,822-79.6% | $5,626-89.8% | $4,647-87.6% |
| Admin fee / account holder | $154 | $437-64.8% | $15,912-99.0% | $430-64.2% |