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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS CO Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
VALMARK ADVISERS INC4+ years Filed as: VALMARK SECURITIES Service code 27 · EIN 34-1724087 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $8,763,365 | $59,186+14706.5% | $76,768+11315.4% | $56,287+15469.1% |
| Participation rate | 0.0% | 75.2%-75.2pp | 77.0%-77.0pp | 69.9%-69.9pp |
| Annual return | -1.79% | 6.62%-8.4pp | 2.43%-4.2pp | -9.96%+8.2pp |
| Employer contribution / active EE | $1,056 | $1,759-39.9% | $2,485-57.5% | $2,111-50.0% |
| Participant deferral / active EE | $3,714 | $3,255+14.1% | $3,852-3.6% | $3,350+10.9% |
| Admin fee / account holder | $4,806 | $489+882.6% | $6,675-28.0% | $521+822.6% |