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 INC3+ years Filed as: VALMARK ADVISORS, INC Service code 33 · EIN 31-1509466 | Securities brokerage | $27,829 |
Service code 13 · EIN 04-2530412 | Contract Administrator | $17,070 |
TIAA3+ years Filed as: TIAA-TEACHERS INS. AND ANNU. ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $5,374 |
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 | $91,650 | $96,458-5.0% | $136,298-32.8% | $77,958+17.6% |
| Participation rate | 95.7% | 75.4%+20.3pp | 81.9%+13.8pp | 71.6%+24.0pp |
| Annual return | 16.56% | 23.78%-7.2pp | 5156.27%-5139.7pp | 20.87%-4.3pp |
| Employer contribution / active EE | $5,168 | $3,144+64.4% | $4,696+10.1% | $2,310+123.7% |
| Participant deferral / active EE | $4,510 | $5,902-23.6% | $6,247-27.8% | $3,537+27.5% |
| Admin fee / account holder | $14 | $80-83.1% | $9,244-99.9% | $97-86.1% |