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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC5 years Service code 27 130 SPRINGSIDE DRIVE STE 300 · AKRON, OH 44333 | Advisory (Plan) | $27,810 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Recordkeeping Fees | $17,977 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Investment Management | $1,122 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $70,659 | $104,482-32.4% | $159,455-55.7% | $79,393-11.0% |
| Participation rate | 83.0% | 76.6%+6.4pp | 82.8%+0.2pp | 70.7%+12.3pp |
| Annual return | 16.30% | 67.96%-51.7pp | 263.63%-247.3pp | 116.87%-100.6pp |
| Employer contribution / active EE | $621 | $3,416-81.8% | $4,830-87.2% | $2,428-74.4% |
| Participant deferral / active EE | $4,881 | $6,467-24.5% | $7,353-33.6% | $4,046+20.6% |
| Admin fee / account holder | $175 | $711-75.4% | $10,800-98.4% | $627-72.1% |