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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC3+ years Filed as: VALMARK ADVISORS, INC. Service code 27 · EIN 31-1509466 130 SPRINGSIDE DR., STE 300 · AKRON, OH 44333 | Advisory (Plan) | $24,499 |
BERRY DUNN1 year Filed as: BERRY, DUNN, MCNEIL & PARKER Service code 10 · EIN 01-0523282 | Accounting | $11,084 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,194 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $52,985 | $37,196+42.4% | $154,108-65.6% | $55,725-4.9% |
| Participation rate | 38.7% | 64.1%-25.4pp | 83.0%-44.3pp | 70.9%-32.1pp |
| Annual return | 10.91% | 1319.68%-1308.8pp | 735.21%-724.3pp | 244.93%-234.0pp |
| Employer contribution / active EE | $470 | $1,614-70.9% | $5,298-91.1% | $2,078-77.4% |
| Participant deferral / active EE | $1,140 | $2,068-44.9% | $5,081-77.6% | $3,356-66.0% |
| Admin fee / account holder | $70 | $102-31.6% | $13,411-99.5% | $115-39.6% |