Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $40,795 |
VALMARK ADVISERS INC2 years Filed as: VALMARK ADVISORS Service code 27 | Advisory (Plan) | $22,695 |
VALMARK ADVISERS INC2 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,260 | $50,175-43.7% | $99,475-71.6% | $65,185-56.6% |
| Participation rate | 80.6% | 68.4%+12.1pp | 73.8%+6.7pp | 70.2%+10.4pp |
| Annual return | 8.86% | 25.36%-16.5pp | 30.72%-21.9pp | 29.38%-20.5pp |
| Employer contribution / active EE | $501 | $1,496-66.5% | $2,540-80.3% | $2,177-77.0% |
| Participant deferral / active EE | $3,095 | $2,748+12.6% | $3,619-14.5% | $3,514-11.9% |
| Admin fee / account holder | $244 | $398-38.5% | $6,252-96.1% | $847-71.2% |