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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,830 |
VALMARK ADVISERS INC4 years Filed as: VALMARK ADVISERS, INC. Service code 27 130 SPRINGSIDE DRIVE · AKRON, OH 44333 | Advisory (Plan) | $16,364 |
Service code 13 41 CAMPUS DRIVE · NEW GLOUCESTER, ME 04260 | Contract Administrator | $7,104 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,173 | $52,967-3.4% | $172,753-70.4% | $65,186-21.5% |
| Participation rate | 51.8% | 66.2%-14.4pp | 82.6%-30.9pp | 70.2%-18.4pp |
| Annual return | 23.18% | 30.12%-6.9pp | 803.00%-779.8pp | 29.39%-6.2pp |
| Employer contribution / active EE | $862 | $2,190-60.7% | $5,144-83.3% | $2,177-60.4% |
| Participant deferral / active EE | $1,936 | $2,471-21.6% | $5,198-62.7% | $3,514-44.9% |
| Admin fee / account holder | $302 | $472-36.0% | $13,956-97.8% | $847-64.4% |