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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC2 years Filed as: VALMARK ADVISORS, INC. Service code 27 · EIN 31-1509466 | Advisory (Plan) | $46,447 |
Service code 12 · EIN 13-3689044 | Participant loan processing; Sharehol... | $29,672 |
PENSION ASSURANCE LLP3+ years Service code 10 · EIN 30-0840934 | Accounting | $12,000 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,738 | $82,188-40.7% | $125,391-61.1% | $64,824-24.8% |
| Participation rate | 96.2% | 77.9%+18.3pp | 82.4%+13.8pp | 71.5%+24.7pp |
| Annual return | -14.10% | 3.50%-17.6pp | 572.41%-586.5pp | 32.84%-46.9pp |
| Employer contribution / active EE | $76 | $3,617-97.9% | $4,816-98.4% | $2,507-97.0% |
| Participant deferral / active EE | $4,837 | $7,177-32.6% | $7,448-35.1% | $4,311+12.2% |
| Admin fee / account holder | $113 | $163-30.6% | $10,009-98.9% | $188-39.7% |