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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC2+ 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,129 | $58,888-62.4% | $178,499-87.6% | $73,493-69.9% |
| Participation rate | 60.4% | 66.2%-5.8pp | 81.9%-21.5pp | 70.7%-10.2pp |
| Annual return | 22.28% | 24.86%-2.6pp | 151.10%-128.8pp | 28.51%-6.2pp |
| Employer contribution / active EE | $397 | $2,236-82.2% | $5,011-92.1% | $2,270-82.5% |
| Participant deferral / active EE | $2,809 | $2,568+9.4% | $5,202-46.0% | $3,740-24.9% |
| Admin fee / account holder | $18 | $400-95.4% | $13,986-99.9% | $513-96.4% |