Filed March 12, 2018
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| 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 | $82,972+37.0% | $103,374+10.0% | $77,671+46.3% |
| Participation rate | 56.0% | 71.5%-15.5pp | 74.5%-18.5pp | 70.6%-14.6pp |
| Annual return | 20.36% | 19.14%+1.2pp | 24.89%-4.5pp | 31.21%-10.8pp |
| Employer contribution / active EE | $2,851 | $3,554-19.8% | $3,869-26.3% | $2,726+4.6% |
| Participant deferral / active EE | $5,216 | $4,108+27.0% | $5,058+3.1% | $4,648+12.2% |
| Admin fee / account holder | $447 | $639-30.0% | $8,394-94.7% | $430+3.9% |