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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC1 year Filed as: VALMARK ADVISERS, INC. Service code 26 · EIN 31-1509466 130 SPRINGSIDE DRIVE · AKRON, OH 44333 | Advisory (Participants) | $8,358 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,779 | $56,918-70.5% | $182,558-90.8% | $65,186-74.3% |
| Participation rate | 37.9% | 66.5%-28.6pp | 78.0%-40.1pp | 70.2%-32.3pp |
| Annual return | 53.72% | 27.67%+26.0pp | 148.59%-94.9pp | 29.39%+24.3pp |
| Employer contribution / active EE | $862 | $1,615-46.6% | $4,076-78.9% | $2,177-60.4% |
| Participant deferral / active EE | $1,685 | $3,526-52.2% | $5,526-69.5% | $3,514-52.0% |
| Admin fee / account holder | $179 | $531-66.2% | $8,594-97.9% | $847-78.8% |