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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $52,455 |
VALMARK ADVISERS INC6 years Filed as: VALMARK ADVISORS Service code 27 | Advisory (Plan) | $24,764 |
VALMARK ADVISERS INC6 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,259 | $49,940-41.4% | $95,728-69.4% | $74,440-60.7% |
| Participation rate | 88.3% | 66.8%+21.5pp | 72.3%+16.1pp | 70.7%+17.6pp |
| Annual return | 11.24% | 24.92%-13.7pp | 28.40%-17.2pp | 34.37%-23.1pp |
| Employer contribution / active EE | $889 | $1,639-45.7% | $2,835-68.6% | $2,638-66.3% |
| Participant deferral / active EE | $4,261 | $3,753+13.6% | $4,245+0.4% | $4,529-5.9% |
| Admin fee / account holder | $201 | $300-33.0% | $5,673-96.5% | $348-42.2% |