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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC3 years Service code 27 130 SPRINGSIDE DRIVE STE 300 · AKRON, OH 44333 | Advisory (Plan) | $20,010 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Recordkeeping Fees | $14,750 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Investment Management | $525 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,082 | $89,652-36.3% | $141,162-59.6% | $65,185-12.4% |
| Participation rate | 81.8% | 74.7%+7.1pp | 82.5%-0.7pp | 70.2%+11.6pp |
| Annual return | 28.40% | 32.79%-4.4pp | 71.39%-43.0pp | 29.38%-1.0pp |
| Employer contribution / active EE | $5,963 | $3,065+94.6% | $4,735+25.9% | $2,177+174.0% |
| Participant deferral / active EE | $4,483 | $5,691-21.2% | $6,709-33.2% | $3,514+27.6% |
| Admin fee / account holder | $148 | $569-74.0% | $10,261-98.6% | $847-82.6% |