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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC4 years Service code 27 130 SPRINGSIDE DRIVE STE 300 · AKRON, OH 44333 | Advisory (Plan) | $22,095 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Recordkeeping Fees | $14,311 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Investment Management | $985 |
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 | $65,582 | $99,957-34.4% | $149,696-56.2% | $73,488-10.8% |
| Participation rate | 87.1% | 75.7%+11.4pp | 82.5%+4.6pp | 70.7%+16.4pp |
| Annual return | 23.14% | 53.87%-30.7pp | 276.60%-253.5pp | 28.51%-5.4pp |
| Employer contribution / active EE | $5,925 | $3,191+85.7% | $4,644+27.6% | $2,270+161.0% |
| Participant deferral / active EE | $3,566 | $6,073-41.3% | $6,842-47.9% | $3,740-4.6% |
| Admin fee / account holder | $144 | $551-73.9% | $9,309-98.5% | $513-71.9% |