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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC1 year Filed as: VALMARK SECURITIES INC Service code 55 130 SPRINGSIDE DR #300 · AKRON, OH 44333 | Other Commissions | $18,295 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,657 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,228 |
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 | $78,323 | $64,909+20.7% | $82,313-4.8% | $62,293+25.7% |
| Participation rate | 69.5% | 74.9%-5.3pp | 76.9%-7.4pp | 69.5%0pp |
| Annual return | 15.59% | 21.18%-5.6pp | 25.88%-10.3pp | 28.90%-13.3pp |
| Employer contribution / active EE | $483 | $1,676-71.2% | $2,428-80.1% | $2,042-76.3% |
| Participant deferral / active EE | $2,708 | $3,103-12.8% | $3,706-26.9% | $3,169-14.6% |
| Admin fee / account holder | $190 | $440-56.8% | $5,608-96.6% | $479-60.4% |