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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $63,071 |
VALMARK ADVISERS INC8 years Filed as: VALMARK ADVISORS Service code 27 | Advisory (Plan) | $27,815 |
VALMARK ADVISERS INC8 years Filed as: VALMARK ADVISERS Service code 27 · EIN 31-1509466 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,060 | $64,728-42.7% | $114,563-67.7% | $64,728-42.7% |
| Participation rate | 87.9% | 57.9%+30.0pp | 72.9%+15.0pp | 57.9%+30.0pp |
| Annual return | 12.22% | 49.38%-37.2pp | 241.09%-228.9pp | 49.38%-37.2pp |
| Employer contribution / active EE | $905 | $2,243-59.6% | $2,592-65.1% | $2,243-59.6% |
| Participant deferral / active EE | $4,578 | $2,729+67.7% | $4,142+10.5% | $2,729+67.7% |
| Admin fee / account holder | $214 | $1,145-81.3% | $7,623-97.2% | $1,145-81.3% |