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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC2 years Filed as: VALMARK ADVISERS INC. Service code 27 130 SPRINGSIDE DR · AKRON, OH 44333 | Advisory (Plan) | $22,500 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DR. · IRVINE, CA 92618 | Recordkeeping Fees | $10,537 |
TRINITY PENSION CONSULTANTS2 years Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 13 202 MONRTROSE WEST AVE · COPLEY, OH 44321 | Contract Administrator | $7,290 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,142 | $65,582+8.5% | $64,097+11.0% | $71,529-0.5% |
| Participation rate | 80.2% | 73.2%+7.0pp | 72.3%+7.9pp | 67.9%+12.3pp |
| Annual return | 18.73% | 18.96%-0.2pp | 33.75%-15.0pp | 28.97%-10.2pp |
| Employer contribution / active EE | $1,799 | $2,671-32.6% | $2,750-34.6% | $2,590-30.5% |
| Participant deferral / active EE | $3,104 | $3,628-14.5% | $3,881-20.0% | $4,291-27.7% |
| Admin fee / account holder | $242 | $616-60.7% | $3,070-92.1% | $1,588-84.7% |