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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC7 years Filed as: VALMARK ADVISERS, INC. Service code 26 130 SPRINGSIDE DRIVE #300 · AKRON, OH 44333 | Advisory (Participants) | $21,892 |
PAYCHEX, INC.9 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $16,509 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,291 | $59,093-69.0% | $97,295-81.2% | $77,762-76.5% |
| Participation rate | 99.0% | 67.8%+31.3pp | 72.7%+26.4pp | 70.6%+28.4pp |
| Annual return | 12.97% | 16.93%-4.0pp | 75.62%-62.6pp | 31.27%-18.3pp |
| Employer contribution / active EE | $354 | $1,727-79.5% | $2,723-87.0% | $2,728-87.0% |
| Participant deferral / active EE | $2,024 | $3,901-48.1% | $4,264-52.5% | $4,651-56.5% |
| Admin fee / account holder | $74 | $346-78.7% | $5,646-98.7% | $433-83.0% |