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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC1+ years Filed as: VALMARK ADVISORS Service code 26 366 US ROUTE ONE · FALMOUTH, ME 04105 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,758 | $52,961-68.4% | $172,752-90.3% | $65,185-74.3% |
| Participation rate | 56.1% | 66.2%-10.1pp | 82.6%-26.6pp | 70.2%-14.1pp |
| Annual return | 27.38% | 30.12%-2.7pp | 802.97%-775.6pp | 29.38%-2.0pp |
| Employer contribution / active EE | $265 | $2,190-87.9% | $5,144-94.8% | $2,177-87.8% |
| Participant deferral / active EE | $2,323 | $2,471-6.0% | $5,198-55.3% | $3,514-33.9% |
| Admin fee / account holder | $12 | $472-97.5% | $13,955-99.9% | $847-98.6% |