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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC1 year Service code 27 · EIN 31-1509466 | Advisory (Plan) | $24,114 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,119 |
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.
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 | $46,431 | $62,928-26.2% | $172,753-73.1% | $67,582-31.3% |
| Participation rate | 45.7% | 64.5%-18.7pp | 82.6%-36.9pp | 71.3%-25.6pp |
| Annual return | 5.53% | 30.36%-24.8pp | 803.00%-797.5pp | 378.57%-373.0pp |
| Employer contribution / active EE | $494 | $1,636-69.8% | $5,144-90.4% | $2,148-77.0% |
| Participant deferral / active EE | $1,215 | $2,145-43.3% | $5,198-76.6% | $3,539-65.7% |
| Admin fee / account holder | $40 | $167-75.8% | $13,956-99.7% | $142-71.6% |