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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC8 years Service code 27 130 SPRINGSIDE DRIVE STE 300 · AKRON, OH 44333 | Advisory (Plan) | $28,659 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,162 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,653 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,342 | $102,317-26.4% | $146,958-48.7% | $80,856-6.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 8.88% | 134.76%-125.9pp | 418.34%-409.5pp | 35.59%-26.7pp |
| Employer contribution / active EE | $10,876 | $3,713+192.9% | $4,933+120.5% | $2,755+294.8% |
| Participant deferral / active EE | $6,545 | $6,644-1.5% | $8,070-18.9% | $4,296+52.4% |
| Admin fee / account holder | $206 | $7,941-97.4% | $12,998-98.4% | $6,918-97.0% |