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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 | $69,255-46.5% | $158,226-76.6% | $69,255-46.5% |
| Participation rate | 87.9% | 69.0%+18.9pp | 74.8%+13.1pp | 69.0%+18.9pp |
| Annual return | 12.22% | 26.73%-14.5pp | 501.41%-489.2pp | 26.73%-14.5pp |
| Employer contribution / active EE | $905 | $2,645-65.8% | $2,986-69.7% | $2,645-65.8% |
| Participant deferral / active EE | $4,578 | $2,890+58.4% | $4,317+6.0% | $2,890+58.4% |
| Admin fee / account holder | $214 | $733-70.8% | $10,217-97.9% | $733-70.8% |