See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC4 years Service code 26 · EIN 31-1509466 130 SPRINGSIDE DRIVE STE 300 · AKRON, OH 44333 | Advisory (Participants) | $31,320 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,712 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,865 |
Filed as: BENCHMARK RETIREMENT PLAN SERVICES Service code 13 · EIN 82-2717929 2215 PLANK RD STE 249 · FREDERICKSBURG, VA 22401 | Contract Administrator | $9,520 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,976 | $56,638-47.1% | $169,368-82.3% | $74,419-59.7% |
| Participation rate | 47.8% | 67.5%-19.7pp | 77.1%-29.3pp | 70.7%-22.9pp |
| Annual return | 28.48% | 24.75%+3.7pp | 405.60%-377.1pp | 34.38%-5.9pp |
| Employer contribution / active EE | $1,807 | $2,027-10.8% | $4,013-55.0% | $2,637-31.5% |
| Participant deferral / active EE | $3,415 | $4,223-19.1% | $6,221-45.1% | $4,528-24.6% |
| Admin fee / account holder | $241 | $307-21.3% | $9,003-97.3% | $348-30.6% |