Filed March 12, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $50,844 |
VALMARK ADVISERS INC1 year Filed as: VALMARK ADVISERS Service code 27 · EIN 31-1509466 | Advisory (Plan) | $28,051 |
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 | $98,606 | $76,696+28.6% | $96,538+2.1% | $71,529+37.9% |
| Participation rate | 66.1% | 66.6%-0.4pp | 74.3%-8.2pp | 67.9%-1.8pp |
| Annual return | 17.10% | 48.32%-31.2pp | 35.74%-18.6pp | 28.97%-11.9pp |
| Employer contribution / active EE | $3,438 | $3,032+13.4% | $3,740-8.1% | $2,590+32.8% |
| Participant deferral / active EE | $6,468 | $3,770+71.6% | $4,880+32.5% | $4,291+50.7% |
| Admin fee / account holder | $379 | $2,030-81.3% | $6,737-94.4% | $1,588-76.1% |