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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC2+ years Filed as: VALMARK ADVISORS, INC. Service code 27 · EIN 31-1509466 130 SPRINGSIDE DR., STE 300 · AKRON, OH 44333 | Advisory (Plan) | $24,449 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,207 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,971 | $46,173+6.1% | $170,435-71.3% | $69,631-29.7% |
| Participation rate | 50.3% | 63.9%-13.6pp | 83.6%-33.3pp | 70.7%-20.4pp |
| Annual return | 13.55% | 21.62%-8.1pp | 205.94%-192.4pp | 27571.02%-27557.5pp |
| Employer contribution / active EE | $561 | $1,610-65.2% | $5,432-89.7% | $2,032-72.4% |
| Participant deferral / active EE | $1,352 | $2,080-35.0% | $4,939-72.6% | $3,224-58.1% |
| Admin fee / account holder | $54 | $116-53.6% | $13,881-99.6% | $110-51.3% |