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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC5+ years Filed as: VALMARK ADVISERS Service code 27 · EIN 31-1509466 | Advisory (Plan) | $30,000 |
WIPFLI LLP1 year Service code 10 · EIN 39-0758449 | Accounting | $10,500 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,422 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,657 | $88,122-23.2% | $141,162-52.1% | $67,579+0.1% |
| Participation rate | 94.4% | 76.5%+18.0pp | 82.5%+11.9pp | 71.3%+23.1pp |
| Annual return | 20.90% | 75.40%-54.5pp | 71.39%-50.5pp | 378.56%-357.7pp |
| Employer contribution / active EE | $579 | $3,224-82.0% | $4,735-87.8% | $2,148-73.0% |
| Participant deferral / active EE | $4,110 | $5,958-31.0% | $6,709-38.7% | $3,539+16.1% |
| Admin fee / account holder | $22 | $131-82.9% | $10,261-99.8% | $142-84.3% |