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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $44,400 |
VALMARK ADVISERS INC3 years Filed as: VALMARK ADVISORS Service code 27 | Advisory (Plan) | $25,698 |
VALMARK ADVISERS INC3 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 | $25,638 | $55,122-53.5% | $104,625-75.5% | $73,493-65.1% |
| Participation rate | 81.1% | 67.7%+13.3pp | 74.1%+7.0pp | 70.7%+10.4pp |
| Annual return | 8.60% | 24.77%-16.2pp | 340.60%-332.0pp | 28.51%-19.9pp |
| Employer contribution / active EE | $478 | $1,464-67.4% | $2,681-82.2% | $2,270-79.0% |
| Participant deferral / active EE | $2,849 | $2,919-2.4% | $3,738-23.8% | $3,740-23.8% |
| Admin fee / account holder | $245 | $423-42.0% | $6,465-96.2% | $513-52.2% |