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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,150 |
VALMARK ADVISERS INC1 year Filed as: VALMARK SECURITIES Service code 61 130 SPRINGSIDE DR STE 300 · AKRON, OH 44333 | Finders' fees / placement fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,170 | $64,909-11.9% | $82,313-30.5% | $62,293-8.2% |
| Participation rate | 95.9% | 74.9%+21.0pp | 76.9%+19.0pp | 69.5%+26.4pp |
| Annual return | 13.29% | 21.18%-7.9pp | 25.88%-12.6pp | 28.90%-15.6pp |
| Employer contribution / active EE | $1,352 | $1,676-19.4% | $2,428-44.3% | $2,042-33.8% |
| Participant deferral / active EE | $4,076 | $3,103+31.3% | $3,706+10.0% | $3,169+28.6% |
| Admin fee / account holder | $7 | $440-98.5% | $5,608-99.9% | $479-98.6% |