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| Provider | Service type | Compensation |
|---|---|---|
KELLY FINANCIAL, INC.1+ years Service code 15 · EIN 39-1391706 | Recordkeeping | $39,911 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $981 |
VALMARK ADVISERS INC1+ years Filed as: VALMARK SECURITIES INC Service code 55 130 SPRINGSIDE DR #300 · AKRON, OH 44333 | Other Commissions | $672 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $500 |
VALMARK ADVISERS INC1+ years Filed as: VALMARK ADVISERS, INC. Service code 27 130 SPRINGSIDE DRIVE #300 · AKRON, OH 44333 | Advisory (Plan) | $173 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,008 | $50,498-70.3% | $75,784-80.2% | $55,191-72.8% |
| Participation rate | 74.8% | 69.4%+5.4pp | 75.8%-1.0pp | 69.2%+5.7pp |
| Annual return | 0.47% | 1.80%-1.3pp | 9.68%-9.2pp | 10.78%-10.3pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,323-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,557 | $2,589-39.9% | $3,652-57.4% | $3,046-48.9% |
| Admin fee / account holder | $65 | $123-47.1% | $5,300-98.8% | $91-28.2% |