Filed December 1, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC1 year Filed as: VALMARK ADVISERS, INC Service code 27 130 SPRINGSIDE DR. STE 300 · AKRON, OH 44333 | Advisory (Plan) | $19,589 |
VALMARK ADVISERS INC1 year Filed as: VALMARK SECURITIES, INC. Service code 55 130 SPRINGSIDE DR. STE 300 · AKRON, OH 44333 | Other Commissions | $15,696 |
KELLY FINANCIAL, INC.1 year Service code 13 130 E. LAKESIDE ST. · MADISON, WI 53715 | Contract Administrator | $8,100 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,251 |
Filed as: GREAT-WEST LIFE &ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,113 |
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 | $58,353 | $76,551-23.8% | $123,894-52.9% | $62,881-7.2% |
| Participation rate | 78.0% | 73.0%+5.1pp | 81.4%-3.4pp | 69.3%+8.7pp |
| Annual return | 9.52% | 18.68%-9.2pp | 47.52%-38.0pp | 20.14%-10.6pp |
| Employer contribution / active EE | $2,925 | $2,882+1.5% | $4,617-36.6% | $2,281+28.2% |
| Participant deferral / active EE | $6,819 | $4,840+40.9% | $5,984+14.0% | $3,203+112.9% |
| Admin fee / account holder | $21 | $4,826-99.6% | $8,357-99.7% | $4,296-99.5% |