Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC4 years Filed as: VALMARK ADVISERS, INC. Service code 26 · EIN 31-1509466 | Advisory (Participants) | $8,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,237 | $64,138+179.5% | $112,258+59.7% | $66,930+167.8% |
| Participation rate | 97.6% | 68.5%+29.1pp | 75.1%+22.5pp | 69.8%+27.7pp |
| Annual return | -12.64% | -13.81%+1.2pp | 27.47%-40.1pp | 1.57%-14.2pp |
| Employer contribution / active EE | $19,371 | $3,006+544.4% | $3,636+432.8% | $2,545+661.2% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,728-100.0% | $4,238-100.0% |
| Admin fee / account holder | $25 | $625-96.0% | $6,411-99.6% | $593-95.8% |