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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC1+ years Filed as: VALMARK ADVISORS, INC. Service code 27 · EIN 31-1509466 130 SPRINGSIDE DR., STE 300 · AKRON, OH 44333 | Advisory (Plan) | $23,868 |
BERRY DUNN1+ years Service code 10 · EIN 01-0523282 | Accounting | $8,350 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,244 | $36,916+28.0% | $156,551-69.8% | $57,658-18.1% |
| Participation rate | 50.4% | 63.4%-13.0pp | 84.0%-33.6pp | 70.2%-19.8pp |
| Annual return | 1.07% | 12.38%-11.3pp | 32.23%-31.2pp | 5.13%-4.1pp |
| Employer contribution / active EE | $505 | $1,571-67.8% | $5,501-90.8% | $1,974-74.4% |
| Participant deferral / active EE | $1,733 | $1,926-10.0% | $4,871-64.4% | $3,061-43.4% |
| Admin fee / account holder | $65 | $82-21.7% | $13,028-99.5% | $95-31.7% |