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 INC2 years Filed as: VALMARK ADVISERS, INC Service code 27 130 SPRINGSIDE DR. STE 300 · AKRON, OH 44333 | Advisory (Plan) | $32,952 |
KELLY FINANCIAL, INC.2 years Service code 13 | Contract Administrator | $8,238 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,050 |
Service code 64 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,875 |
KELLY FINANCIAL, INC.1 year Filed as: KELLY FINANCIAL Service code 13 120 E. LAKESIDE ST. · MADISON, WI 53715 | Contract Administrator | $1,175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $70,436 | $85,766-17.9% | $136,298-48.3% | $70,126+0.4% |
| Participation rate | 53.7% | 74.2%-20.5pp | 81.9%-28.2pp | 69.5%-15.9pp |
| Annual return | 15.61% | 31.46%-15.8pp | 5156.27%-5140.7pp | 73.15%-57.5pp |
| Employer contribution / active EE | $2,321 | $2,966-21.7% | $4,696-50.6% | $2,343-0.9% |
| Participant deferral / active EE | $5,230 | $5,051+3.5% | $6,247-16.3% | $3,332+57.0% |
| Admin fee / account holder | $42 | $5,421-99.2% | $9,244-99.5% | $4,645-99.1% |