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| Provider | Service type | Compensation |
|---|---|---|
BWS ADVISORS LLC2 years Service code 27 2770 ELECTRIC RD · ROANOKE, VA 24018 | Advisory (Plan) | $9,237 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,096 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,628 | $61,166-35.2% | $185,837-78.7% | $79,393-50.1% |
| Participation rate | 48.6% | 66.6%-18.0pp | 81.7%-33.1pp | 70.7%-22.1pp |
| Annual return | 14.10% | 19.45%-5.4pp | 122.08%-108.0pp | 116.87%-102.8pp |
| Employer contribution / active EE | $1,397 | $2,321-39.8% | $5,168-73.0% | $2,428-42.5% |
| Participant deferral / active EE | $1,089 | $2,789-61.0% | $5,568-80.4% | $4,046-73.1% |
| Admin fee / account holder | $112 | $710-84.2% | $16,241-99.3% | $627-82.2% |