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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC1 year Filed as: VALMARK ADVISERS, INC. Service code 26 · EIN 31-1509466 | Advisory (Participants) | $6,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,281 | $63,114+328.2% | $92,903+190.9% | $65,185+314.6% |
| Participation rate | 98.2% | 68.8%+29.4pp | 76.0%+22.2pp | 70.2%+28.0pp |
| Annual return | 12.57% | 28.75%-16.2pp | 109.43%-96.9pp | 29.38%-16.8pp |
| Employer contribution / active EE | $16,800 | $2,571+553.6% | $3,653+359.9% | $2,177+671.8% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $30 | $624-95.1% | $5,795-99.5% | $847-96.4% |