Filed December 21, 2024
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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC3 years Filed as: VALMARK ADVISERS, INC. Service code 26 · EIN 31-1509466 | Advisory (Participants) | $13,338 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $863 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,802 | $93,182+14.6% | $146,665-27.2% | $79,386+34.5% |
| Participation rate | 63.7% | 76.4%-12.7pp | 80.1%-16.4pp | 70.7%-7.0pp |
| Annual return | 14.04% | 21.61%-7.6pp | 22.74%-8.7pp | 116.85%-102.8pp |
| Employer contribution / active EE | $692 | $2,420-71.4% | $4,136-83.3% | $2,427-71.5% |
| Participant deferral / active EE | $4,178 | $4,169+0.2% | $5,506-24.1% | $4,046+3.3% |
| Admin fee / account holder | $163 | $585-72.1% | $10,280-98.4% | $626-73.9% |