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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC8 years Filed as: VALMARK ADVISERS INC. Service code 27 130 SPRINGSIDE DRIVE · AKRON, OH 44333 | Advisory (Plan) | $20,956 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,848 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,388 |
ASCENSUS LLC6 years Filed as: ASCENSUS HOLDINGS INC DBA ASCENSUS Service code 13 | Contract Administrator | $8,383 |
ASCENSUS LLC5 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $7,403 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,041 | $62,686-53.7% | $178,540-83.7% | $77,736-62.6% |
| Participation rate | 66.1% | 66.9%-0.8pp | 77.1%-11.0pp | 70.6%-4.5pp |
| Annual return | 9.78% | 16.16%-6.4pp | 27.15%-17.4pp | 31.26%-21.5pp |
| Employer contribution / active EE | $3,300 | $1,914+72.4% | $3,953-16.5% | $2,728+21.0% |
| Participant deferral / active EE | $1,056 | $4,224-75.0% | $6,281-83.2% | $4,651-77.3% |
| Admin fee / account holder | $122 | $386-68.5% | $10,424-98.8% | $433-71.9% |