Filed December 29, 2021
Total covered: 3 employees
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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC4+ years Filed as: VALMARK ADVISORS Service code 27 | Advisory (Plan) | $27,291 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $20,479 |
VALMARK ADVISERS INC4+ years Filed as: VALMARK ADVISERS Service code 27 · EIN 31-1509466 | Advisory (Plan) | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $180,462-100.0% | $154,111-100.0% | $135,379-100.0% |
| Participation rate | 0.0% | 87.4%-87.4pp | 83.0%-83.0pp | 82.6%-82.6pp |
| Annual return | 0.56% | 888.17%-887.6pp | 735.18%-734.6pp | 519.79%-519.2pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |