Filed March 12, 2018
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $66,639 |
VALMARK ADVISERS INC2 years Filed as: VALMARK ADVISERS Service code 27 · EIN 31-1509466 | Advisory (Plan) | $36,880 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,667 | $83,023+36.9% | $102,437+11.0% | $77,762+46.2% |
| Participation rate | 56.0% | 71.5%-15.5pp | 74.5%-18.5pp | 70.6%-14.6pp |
| Annual return | 20.36% | 19.12%+1.2pp | 24.95%-4.6pp | 31.27%-10.9pp |
| Employer contribution / active EE | $2,851 | $3,552-19.8% | $3,871-26.4% | $2,728+4.5% |
| Participant deferral / active EE | $5,216 | $4,110+26.9% | $5,060+3.1% | $4,651+12.2% |
| Admin fee / account holder | $447 | $639-30.0% | $8,388-94.7% | $433+3.3% |