Filed April 1, 2019
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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC5+ years Service code 27 130 SPRINGSIDE DRIVE · AKRON, OH 44333 | Advisory (Plan) | $13,583 |
DOWNEAST PENSION SERVICES, INC.5+ years Service code 13 41 CAMPUS DRIVE · NEW GLOUCESTER, ME 04260 | Contract Administrator | $3,518 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,742 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,166 | $52,961-27.9% | $172,752-77.9% | $65,185-41.4% |
| Participation rate | 65.1% | 66.2%-1.1pp | 82.6%-17.5pp | 70.2%-5.1pp |
| Annual return | 24.72% | 30.12%-5.4pp | 802.97%-778.3pp | 29.38%-4.7pp |
| Employer contribution / active EE | $1,048 | $2,190-52.2% | $5,144-79.6% | $2,177-51.9% |
| Participant deferral / active EE | $3,397 | $2,471+37.5% | $5,198-34.7% | $3,514-3.3% |
| Admin fee / account holder | $283 | $472-40.1% | $13,955-98.0% | $847-66.6% |