Filed July 21, 2022
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $124,104 |
VALMARK ADVISERS INC4 years Filed as: VALMARK ADVISERS Service code 27 · EIN 31-1509466 | Advisory (Plan) | $44,931 |
REDPATH AND COMPANY3 years Service code 10 · EIN 41-0975573 | Accounting | $33,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,701 | $107,415-18.4% | $135,998-35.5% | $80,187+9.4% |
| Participation rate | 97.8% | 78.0%+19.8pp | 81.9%+15.9pp | 72.9%+24.9pp |
| Annual return | 23.46% | 91.99%-68.5pp | 68.37%-44.9pp | 40.40%-16.9pp |
| Employer contribution / active EE | $1,519 | $3,878-60.8% | $4,860-68.7% | $2,980-49.0% |
| Participant deferral / active EE | $7,305 | $8,189-10.8% | $7,761-5.9% | $5,016+45.6% |
| Admin fee / account holder | $143 | $127+12.6% | $10,769-98.7% | $145-1.4% |