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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC1 year Filed as: VALMARK SECURITIES INC Service code 49 · EIN 34-1724087 | Other Services | $6,806 |
Service code 49 · EIN 34-1004471 | Other Services | $2,846 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,573 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $100,779 | $75,183+34.0% | $123,894-18.7% | $55,167+82.7% |
| Participation rate | 95.9% | 72.8%+23.0pp | 81.4%+14.5pp | 69.0%+26.9pp |
| Annual return | 10.26% | 19.01%-8.8pp | 47.52%-37.3pp | 169.23%-159.0pp |
| Employer contribution / active EE | $832 | $2,823-70.5% | $4,617-82.0% | $1,963-57.6% |
| Participant deferral / active EE | $6,016 | $5,084+18.3% | $5,984+0.5% | $3,054+97.0% |
| Admin fee / account holder | $11 | $663-98.4% | $8,357-99.9% | $504-97.8% |