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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) | $3,009 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $354 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,657 | $63,442-53.3% | $68,791-56.9% | $66,914-55.7% |
| Participation rate | 93.1% | 60.0%+33.1pp | 69.0%+24.0pp | 69.8%+23.3pp |
| Annual return | -19.80% | -8.29%-11.5pp | -6.38%-13.4pp | 1.58%-21.4pp |
| Employer contribution / active EE | $1,005 | $1,775-43.4% | $2,655-62.1% | $2,544-60.5% |
| Participant deferral / active EE | $3,960 | $2,945+34.5% | $3,941+0.5% | $4,237-6.5% |
| Admin fee / account holder | $251 | $577-56.5% | $4,932-94.9% | $593-57.7% |