Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC1 year Filed as: VALMARK SECURITIES INC Service code 55 | Other Commissions | $7,762 |
Filed as: GREAT-WEST LIFE & ANNUNITY INS. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,742 |
Filed as: KDP RETIREMENT PLAN SERVICES INC Service code 13 | Contract Administrator | $787 |
Filed as: KDP RETIREMENT PLAN SERVICES INC. Service code 13 3060 LAKE EASTBROOK BLVD. SE · GRAND RAPIDS, MI 49512 | Contract Administrator | $650 |
VALMARK ADVISERS INC1 year Filed as: VALMARK SECURITES INC. Service code 55 130 SPRINGSIDE DR. · ARKON, OH 44333 | Other Commissions | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $10,411 | $55,449-81.2% | $83,830-87.6% | $56,287-81.5% |
| Participation rate | 73.8% | 68.0%+5.8pp | 76.1%-2.3pp | 69.9%+4.0pp |
| Annual return | 15.56% | -1.38%+16.9pp | 850.97%-835.4pp | -9.96%+25.5pp |
| Employer contribution / active EE | $1,365 | $2,430-43.9% | $3,631-62.4% | $2,111-35.4% |
| Participant deferral / active EE | $2,577 | $2,935-12.2% | $4,082-36.9% | $3,350-23.1% |
| Admin fee / account holder | $71 | $656-89.2% | $5,479-98.7% | $521-86.4% |