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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC2 years Filed as: VALMARK ADVISERS, INC. Service code 26 · EIN 31-1509466 | Advisory (Participants) | $12,832 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $47,868 | $44,221+8.2% | $121,208-60.5% | $56,287-15.0% |
| Participation rate | 30.1% | 61.1%-31.0pp | 71.8%-41.7pp | 69.9%-39.8pp |
| Annual return | -9.11% | -3.58%-5.5pp | 16.93%-26.0pp | -9.96%+0.8pp |
| Employer contribution / active EE | $641 | $1,480-56.7% | $4,023-84.1% | $2,111-69.6% |
| Participant deferral / active EE | $1,338 | $2,521-46.9% | $3,345-60.0% | $3,350-60.0% |
| Admin fee / account holder | $537 | $480+11.7% | $5,020-89.3% | $521+3.0% |