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| 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 | $59,402+247.5% | $93,654+120.4% | $74,546+176.9% |
| Participation rate | 100.0% | 59.7%+40.3pp | 68.7%+31.3pp | 67.2%+32.8pp |
| Annual return | 14.86% | 81.86%-67.0pp | 133.34%-118.5pp | 1366.03%-1351.2pp |
| Employer contribution / active EE | $1,919 | $1,265+51.8% | $2,421-20.7% | $2,624-26.9% |
| Participant deferral / active EE | $3,642 | $3,049+19.5% | $4,413-17.5% | $4,347-16.2% |
| Admin fee / account holder | $116 | $3,023-96.2% | $8,282-98.6% | $1,944-94.0% |