Filed December 21, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC1 year Filed as: VALMARK ADVISERS, INC. Service code 26 · EIN 31-1509466 | Advisory (Participants) | $9,322 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $915 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $85,798 | $86,341-0.6% | $125,195-31.5% | $65,186+31.6% |
| Participation rate | 67.0% | 75.3%-8.3pp | 79.8%-12.8pp | 70.2%-3.2pp |
| Annual return | 21.18% | 27.44%-6.3pp | 43.79%-22.6pp | 29.39%-8.2pp |
| Employer contribution / active EE | $703 | $2,040-65.5% | $3,866-81.8% | $2,177-67.7% |
| Participant deferral / active EE | $3,928 | $3,538+11.0% | $4,937-20.4% | $3,514+11.8% |
| Admin fee / account holder | $31 | $609-94.9% | $9,704-99.7% | $847-96.3% |