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 | $27,908 |
VALMARK ADVISERS INC4 years Service code 27 130 SPRINGSIDE DRIVE, STE 300 · AKRON, OH 44333 | Advisory (Plan) | $14,932 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,028 | $65,125-75.4% | $143,797-88.9% | $66,949-76.1% |
| Participation rate | 55.9% | 65.2%-9.3pp | 80.3%-24.4pp | 69.8%-13.9pp |
| Annual return | -5.37% | -11.13%+5.8pp | -0.04%-5.3pp | 1.57%-6.9pp |
| Employer contribution / active EE | $255 | $2,362-89.2% | $4,952-94.8% | $2,545-90.0% |
| Participant deferral / active EE | $1,838 | $2,920-37.1% | $5,638-67.4% | $4,239-56.7% |
| Admin fee / account holder | $243 | $503-51.8% | $14,679-98.3% | $594-59.1% |