Filed July 21, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $47,934 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $8,186 |
VALMARK ADVISERS INC1 year Filed as: VALMARK ADVISERS Service code 27 · EIN 31-1509466 | Advisory (Plan) | $7,166 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $83,357 | $100,801-17.3% | $149,751-44.3% | $73,415+13.5% |
| Participation rate | 96.3% | 77.7%+18.6pp | 82.5%+13.8pp | 72.2%+24.1pp |
| Annual return | 13.95% | 265.34%-251.4pp | 276.71%-262.8pp | 59.30%-45.3pp |
| Employer contribution / active EE | $2,086 | $3,312-37.0% | $4,646-55.1% | $2,234-6.6% |
| Participant deferral / active EE | $5,696 | $6,404-11.1% | $6,843-16.8% | $3,806+49.7% |
| Admin fee / account holder | $95 | $181-47.2% | $9,312-99.0% | $158-39.5% |