Filed June 12, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,935 |
VALMARK ADVISERS INC3 years Service code 27 130 SPRINGSIDE DRIVE, STE 300 · AKRON, OH 44333 | Advisory (Plan) | $14,512 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,560 | $56,485-68.9% | $185,823-90.6% | $86,799-79.8% |
| Participation rate | 40.0% | 65.5%-25.5pp | 81.7%-41.7pp | 72.3%-32.3pp |
| Annual return | 29.96% | 118.04%-88.1pp | 122.05%-92.1pp | 97.91%-67.9pp |
| Employer contribution / active EE | $162 | $1,843-91.2% | $5,167-96.9% | $2,405-93.3% |
| Participant deferral / active EE | $1,079 | $2,553-57.7% | $5,568-80.6% | $4,131-73.9% |
| Admin fee / account holder | $199 | $150+33.1% | $16,237-98.8% | $170+17.4% |