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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC4 years Filed as: VALMARK ADVISERS INC. Service code 27 130 SPRINGSIDE DRIVE · AKRON, OH 44333 | Advisory (Plan) | $9,378 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC DBA ASCENSUS Service code 13 | Contract Administrator | $3,751 |
Filed as: GREAT-WEST LIFE & INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,080 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 200 DRYDEN RD · DRESHER, PA 19025 | Contract Administrator | $2,800 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,465 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,895 | $56,152-53.9% | $185,827-86.1% | $73,412-64.7% |
| Participation rate | 79.9% | 67.6%+12.3pp | 78.0%+1.8pp | 72.2%+7.7pp |
| Annual return | 14.11% | 17.59%-3.5pp | 35.96%-21.8pp | 59.30%-45.2pp |
| Employer contribution / active EE | $1,798 | $1,532+17.4% | $4,087-56.0% | $2,234-19.5% |
| Participant deferral / active EE | $574 | $3,659-84.3% | $5,633-89.8% | $3,806-84.9% |
| Admin fee / account holder | $48 | $132-63.8% | $9,502-99.5% | $158-69.7% |