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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 | $69,708+9.4% | $67,560+12.8% | $74,478+2.3% |
| Participation rate | 81.9% | 71.4%+10.5pp | 72.9%+9.0pp | 67.2%+14.7pp |
| Annual return | 16.46% | -40.67%+57.1pp | 3533.50%-3517.0pp | 1370.56%-1354.1pp |
| Employer contribution / active EE | $1,776 | $2,715-34.6% | $2,737-35.1% | $2,626-32.4% |
| Participant deferral / active EE | $3,213 | $3,637-11.7% | $4,004-19.8% | $4,350-26.1% |
| Admin fee / account holder | $222 | $887-75.0% | $3,994-94.4% | $1,946-88.6% |