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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC1 year Filed as: VALMARK ADVISERS, INC. Service code 26 · EIN 31-1509466 | Advisory (Participants) | $4,680 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,124 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,002 | $71,142-63.5% | $119,609-78.3% | $64,808-59.9% |
| Participation rate | 74.0% | 78.6%-4.6pp | 79.3%-5.3pp | 71.5%+2.5pp |
| Annual return | -13.77% | -10.01%-3.8pp | -14.97%+1.2pp | 32.82%-46.6pp |
| Employer contribution / active EE | $253 | $2,497-89.9% | $4,232-94.0% | $2,506-89.9% |
| Participant deferral / active EE | $2,837 | $4,490-36.8% | $5,602-49.4% | $4,310-34.2% |
| Admin fee / account holder | $154 | $162-5.1% | $10,323-98.5% | $188-18.1% |