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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC1 year Service code 26 · EIN 31-1509466 130 SPRINGSIDE DRIVE STE 300 · AKRON, OH 44333 | Advisory (Participants) | $11,309 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,745 | $62,132-66.6% | $185,861-88.8% | $73,497-71.8% |
| Participation rate | 45.9% | 67.8%-21.9pp | 78.0%-32.1pp | 70.7%-24.8pp |
| Annual return | 26.81% | 20.44%+6.4pp | 35.96%-9.2pp | 28.51%-1.7pp |
| Employer contribution / active EE | $1,207 | $1,681-28.2% | $4,088-70.5% | $2,270-46.8% |
| Participant deferral / active EE | $2,589 | $3,711-30.2% | $5,634-54.0% | $3,740-30.8% |
| Admin fee / account holder | $139 | $419-66.8% | $9,503-98.5% | $513-72.9% |