Filed March 21, 2006 (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.
| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC2+ years Filed as: VALMARK ADVISORS, INC Service code 33 · EIN 31-1509466 | Securities brokerage | $30,000 |
TIAA2+ years Filed as: TIAA-TEACHERS INS. AND ANNU. ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $8,720 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $85,983 | $85,635+0.4% | $123,894-30.6% | $63,975+34.4% |
| Participation rate | 95.2% | 74.9%+20.2pp | 81.4%+13.7pp | 71.1%+24.0pp |
| Annual return | 8.28% | 15.74%-7.5pp | 47.52%-39.2pp | 48.65%-40.4pp |
| Employer contribution / active EE | $5,368 | $3,076+74.5% | $4,617+16.3% | $2,182+146.0% |
| Participant deferral / active EE | $4,625 | $5,667-18.4% | $5,984-22.7% | $3,356+37.8% |
| Admin fee / account holder | $12 | $75-83.6% | $8,357-99.9% | $70-82.5% |