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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $57,261 |
VALMARK ADVISERS INC5 years Filed as: VALMARK ADVISORS Service code 27 | Advisory (Plan) | $28,436 |
VALMARK ADVISERS INC5 years Filed as: VALMARK ADVISERS Service code 27 · EIN 31-1509466 | Advisory (Plan) | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,472 | $42,901-40.6% | $91,225-72.1% | $64,819-60.7% |
| Participation rate | 86.6% | 68.1%+18.5pp | 73.2%+13.4pp | 71.5%+15.1pp |
| Annual return | -13.86% | -13.53%-0.3pp | 114.12%-128.0pp | 32.84%-46.7pp |
| Employer contribution / active EE | $837 | $1,571-46.7% | $2,851-70.6% | $2,507-66.6% |
| Participant deferral / active EE | $4,030 | $3,501+15.1% | $4,233-4.8% | $4,311-6.5% |
| Admin fee / account holder | $215 | $131+64.2% | $5,422-96.0% | $188+14.6% |