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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC1 year Filed as: VALMARK ADVISERS, INC. Service code 26 · EIN 31-1509466 | Advisory (Participants) | $8,207 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $280 |
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 | $209,244 | $54,729+282.3% | $86,235+142.6% | $71,529+192.5% |
| Participation rate | 98.5% | 60.1%+38.4pp | 69.0%+29.6pp | 67.9%+30.6pp |
| Annual return | 45.46% | 20.07%+25.4pp | 1170.03%-1124.6pp | 28.97%+16.5pp |
| Employer contribution / active EE | $1,603 | $1,267+26.5% | $2,381-32.7% | $2,590-38.1% |
| Participant deferral / active EE | $3,033 | $3,110-2.5% | $3,987-23.9% | $4,291-29.3% |
| Admin fee / account holder | $86 | $1,921-95.5% | $6,856-98.7% | $1,588-94.6% |