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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 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,060 | $51,895-28.6% | $93,063-60.2% | $79,634-53.5% |
| Participation rate | 87.9% | 52.6%+35.4pp | 72.1%+15.8pp | 62.5%+25.5pp |
| Annual return | 12.22% | 18.14%-5.9pp | 34.15%-21.9pp | 36.46%-24.2pp |
| Employer contribution / active EE | $905 | $1,561-42.0% | $2,476-63.5% | $2,529-64.2% |
| Participant deferral / active EE | $4,578 | $2,964+54.4% | $3,958+15.7% | $3,835+19.4% |
| Admin fee / account holder | $214 | $657-67.5% | $6,033-96.5% | $1,002-78.7% |