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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 | $59,448+247.2% | $93,696+120.3% | $74,459+177.2% |
| Participation rate | 100.0% | 59.6%+40.4pp | 68.7%+31.3pp | 67.2%+32.8pp |
| Annual return | 14.86% | 82.11%-67.2pp | 133.74%-118.9pp | 1369.70%-1354.8pp |
| Employer contribution / active EE | $1,919 | $1,266+51.6% | $2,422-20.8% | $2,626-26.9% |
| Participant deferral / active EE | $3,642 | $3,052+19.3% | $4,417-17.5% | $4,350-16.3% |
| Admin fee / account holder | $116 | $3,027-96.2% | $8,287-98.6% | $1,945-94.0% |