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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC1 year Filed as: VALMARK ADVISERS, INC. Service code 27 130 SPRINGSIDE DRIVE · AKRON, OH 44333 | Advisory (Plan) | $21,689 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,763 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,899 |
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 | $111,641 | $86,341+29.3% | $125,192-10.8% | $65,185+71.3% |
| Participation rate | 75.0% | 75.3%-0.3pp | 79.8%-4.8pp | 70.2%+4.8pp |
| Annual return | 23.94% | 27.44%-3.5pp | 43.79%-19.8pp | 29.38%-5.4pp |
| Employer contribution / active EE | $2,123 | $2,040+4.1% | $3,866-45.1% | $2,177-2.5% |
| Participant deferral / active EE | $6,935 | $3,538+96.0% | $4,937+40.5% | $3,514+97.4% |
| Admin fee / account holder | $269 | $609-55.9% | $9,704-97.2% | $847-68.3% |