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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC3 years Filed as: VALMARK ADVISERS INC. Service code 27 130 SPRINGSIDE DR · AKRON, OH 44333 | Advisory (Plan) | $22,500 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DR. · IRVINE, CA 92618 | Recordkeeping Fees | $11,955 |
TRINITY PENSION CONSULTANTS3 years Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 13 202 MONRTROSE WEST AVE · COPLEY, OH 44321 | Contract Administrator | $5,689 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,226 | $69,774+9.2% | $67,561+12.8% | $74,429+2.4% |
| Participation rate | 81.9% | 71.4%+10.5pp | 72.9%+9.0pp | 67.2%+14.7pp |
| Annual return | 16.46% | -40.53%+57.0pp | 3525.44%-3509.0pp | 1368.38%-1351.9pp |
| Employer contribution / active EE | $1,776 | $2,710-34.5% | $2,735-35.0% | $2,625-32.3% |
| Participant deferral / active EE | $3,213 | $3,636-11.6% | $4,003-19.7% | $4,348-26.1% |
| Admin fee / account holder | $222 | $890-75.0% | $4,006-94.5% | $1,944-88.6% |