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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC3 years Service code 26 · EIN 31-1509466 130 SPRINGSIDE DRIVE STE 300 · AKRON, OH 44333 | Advisory (Participants) | $19,757 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,607 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,833 |
Filed as: BENCHMARK RETIREMENT PLAN SERVICES Service code 13 · EIN 82-2717929 2215 PLANK RD STE 249 · FREDERICKSBURG, VA 22401 | Contract Administrator | $7,075 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,190 | $50,458-50.1% | $159,960-84.3% | $64,808-61.1% |
| Participation rate | 45.9% | 68.0%-22.2pp | 78.0%-32.1pp | 71.5%-25.6pp |
| Annual return | -5.48% | -13.42%+7.9pp | 408.60%-414.1pp | 32.82%-38.3pp |
| Employer contribution / active EE | $1,517 | $1,722-11.9% | $4,226-64.1% | $2,506-39.5% |
| Participant deferral / active EE | $3,377 | $4,004-15.7% | $6,182-45.4% | $4,310-21.7% |
| Admin fee / account holder | $242 | $706-65.7% | $8,698-97.2% | $188+28.9% |