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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC1 year Filed as: VALMARK ADVISERS INC. Service code 27 130 SPRINGSIDE DR · AKRON, OH 44333 | Advisory (Plan) | $22,500 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DR. · IRVINE, CA 92618 | Recordkeeping Fees | $12,754 |
Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 13 202 MONRTROSE WEST AVE · COPLEY, OH 44321 | Contract Administrator | $5,585 |
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 | $72,813 | $60,989+19.4% | $60,919+19.5% | $66,949+8.8% |
| Participation rate | 85.8% | 74.5%+11.3pp | 73.1%+12.7pp | 69.8%+16.0pp |
| Annual return | -16.27% | -9.60%-6.7pp | 16.96%-33.2pp | 1.57%-17.8pp |
| Employer contribution / active EE | $1,899 | $2,661-28.6% | $2,704-29.8% | $2,545-25.4% |
| Participant deferral / active EE | $3,377 | $3,615-6.6% | $3,814-11.5% | $4,239-20.3% |
| Admin fee / account holder | $305 | $338-9.8% | $3,228-90.5% | $594-48.6% |