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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC1 year Filed as: VALMARK ADVISORS, INC Service code 27 130 SPRINGSIDE DRIVE · AKRON, OH 44333 | Advisory (Plan) | $24,327 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP,INC Service code 15 · EIN 23-1945930 | Recordkeeping | $9,764 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,157 | $64,176+216.6% | $112,263+81.0% | $66,949+203.5% |
| Participation rate | 74.2% | 68.4%+5.8pp | 75.1%-0.8pp | 69.8%+4.4pp |
| Annual return | 69.75% | -13.80%+83.6pp | 27.49%+42.3pp | 1.57%+68.2pp |
| Employer contribution / active EE | $1,826 | $3,007-39.3% | $3,636-49.8% | $2,545-28.3% |
| Participant deferral / active EE | $3,452 | $3,694-6.5% | $4,729-27.0% | $4,239-18.6% |
| Admin fee / account holder | $272 | $626-56.5% | $6,410-95.8% | $594-54.1% |