Filed January 31, 2023
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $97,256 |
VALMARK ADVISERS INC2 years Filed as: VALMARK ADVISERS Service code 27 · EIN 31-1509466 | Advisory (Plan) | $11,100 |
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 | $58,946 | $37,196+58.5% | $154,111-61.8% | $55,725+5.8% |
| Participation rate | 78.3% | 64.1%+14.2pp | 83.0%-4.8pp | 70.9%+7.4pp |
| Annual return | -4.04% | 1319.68%-1323.7pp | 735.18%-739.2pp | 244.93%-249.0pp |
| Employer contribution / active EE | $1,856 | $1,614+15.0% | $5,298-65.0% | $2,078-10.7% |
| Participant deferral / active EE | $3,382 | $2,068+63.5% | $5,081-33.4% | $3,356+0.8% |
| Admin fee / account holder | $160 | $102+57.0% | $13,411-98.8% | $115+38.5% |