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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,982 |
Service code 61 · EIN 38-1961943 | Finders' fees / placement fees | $0 |
VALMARK ADVISERS INC1 year Filed as: VALMARK SECURITIES Service code 61 · EIN 31-1509466 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $40,891 | $75,183-45.6% | $123,894-67.0% | $55,167-25.9% |
| Participation rate | 63.2% | 72.8%-9.6pp | 81.4%-18.2pp | 69.0%-5.7pp |
| Annual return | 4.13% | 19.01%-14.9pp | 47.52%-43.4pp | 169.23%-165.1pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,567 | $5,084-69.2% | $5,984-73.8% | $3,054-48.7% |
| Admin fee / account holder | $24 | $663-96.4% | $8,357-99.7% | $504-95.3% |