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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC3 years Filed as: VALMARK ADVISERS, INC. Service code 15 130 SPRINGSIDE DRIVE · AKRON, OH 44333 | Recordkeeping | $13,551 |
PAYCHEX, INC.5 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $10,956 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,893 | $51,447-69.1% | $104,625-84.8% | $73,412-78.4% |
| Participation rate | 94.1% | 68.2%+25.9pp | 74.1%+20.0pp | 72.2%+21.9pp |
| Annual return | 14.80% | 25.06%-10.3pp | 340.60%-325.8pp | 59.30%-44.5pp |
| Employer contribution / active EE | $272 | $1,441-81.1% | $2,681-89.8% | $2,234-87.8% |
| Participant deferral / active EE | $1,569 | $3,058-48.7% | $3,738-58.0% | $3,806-58.8% |
| Admin fee / account holder | $60 | $122-51.0% | $6,465-99.1% | $158-62.1% |