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| Provider | Service type | Compensation |
|---|---|---|
KELLY FINANCIAL, INC.1+ years Service code 13 | Contract Administrator | $5,067 |
VALMARK ADVISERS INC1+ years Filed as: VALMARK SECURITIES, INC. Service code 55 130 SPRINGSIDE DRIVE · AKRON, OH 44333 | Other Commissions | $1,636 |
VALMARK ADVISERS INC1+ years Filed as: VALMARK ADVISERS Service code 27 120 SPRINGSIDE DRIVE #300 · AKRON, OH 44333 | Advisory (Plan) | $356 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $255 |
KELLY FINANCIAL, INC.1+ years Filed as: KELLY FINANCIAL, INC Service code 13 120 E. LAKESIDE STREET · MADISON, WI 53715 | Contract Administrator | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,214 | $45,566+1.4% | $64,105-27.9% | $59,633-22.5% |
| Participation rate | 58.2% | 60.2%-1.9pp | 68.2%-9.9pp | 68.7%-10.4pp |
| Annual return | 0.00% | 4.95%-4.9pp | 791.24%-791.2pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $401 | $2,057-80.5% | $2,822-85.8% | $3,192-87.4% |
| Admin fee / account holder | $5 | $3,268-99.8% | $4,499-99.9% | $4,297-99.9% |