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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC3 years Filed as: VALMARK ADVISORS, INC. Service code 27 · EIN 31-1509466 | Advisory (Plan) | $49,044 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Claims ... | $6,594 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $53,992 | $95,438-43.4% | $135,982-60.3% | $74,473-27.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 19.09% | 32.61%-13.5pp | 68.32%-49.2pp | 34.36%-15.3pp |
| Employer contribution / active EE | $1,532 | $3,878-60.5% | $4,859-68.5% | $2,638-41.9% |
| Participant deferral / active EE | $5,719 | $7,790-26.6% | $7,760-26.3% | $4,530+26.3% |
| Admin fee / account holder | $64 | $259-75.2% | $10,767-99.4% | $347-81.5% |