Filed January 23, 2019 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC9 years Filed as: VALMARK Service code 27 · EIN 31-1509466 | Advisory (Plan) | $29,239 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,069 |
Filed as: THE ANGELL PENSION GROUP Service code 13 88 BOYD AVE. · EAST PROVIDENCE, RI 02914 | Contract Administrator | $5,300 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,447 | $122,063-23.4% | $184,256-49.3% | $74,478+25.5% |
| Participation rate | 97.1% | 85.5%+11.6pp | 86.8%+10.2pp | 67.2%+29.8pp |
| Annual return | 11.37% | 19.92%-8.5pp | 28.85%-17.5pp | 1370.56%-1359.2pp |
| Employer contribution / active EE | $4,605 | $4,539+1.5% | $6,427-28.3% | $2,626+75.4% |
| Participant deferral / active EE | $4,251 | $7,144-40.5% | $9,133-53.5% | $4,350-2.3% |
| Admin fee / account holder | $297 | $1,253-76.3% | $13,899-97.9% | $1,946-84.8% |