Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC2 years Filed as: VALMARK ADVISERS, INC. Service code 26 · EIN 31-1509466 | Advisory (Participants) | $12,624 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $616 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,400 | $59,467+247.1% | $93,727+120.2% | $74,478+177.1% |
| Participation rate | 100.0% | 59.6%+40.4pp | 68.7%+31.3pp | 67.2%+32.8pp |
| Annual return | 14.86% | 82.14%-67.3pp | 133.83%-119.0pp | 1370.56%-1355.7pp |
| Employer contribution / active EE | $1,919 | $1,267+51.5% | $2,421-20.7% | $2,626-26.9% |
| Participant deferral / active EE | $3,642 | $3,052+19.4% | $4,417-17.5% | $4,350-16.3% |
| Admin fee / account holder | $116 | $3,028-96.2% | $8,292-98.6% | $1,946-94.0% |