Filed August 9, 2016 (most recent of 4 filings on file)
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,099 |
Service code 55 3690 ORANGE PL #300 · BEACHWOOD, OH 44122 | Other Commissions | $1,113 |
VALMARK ADVISERS INC1 year Filed as: VALMARK SECURITIES, INC Service code 53 · EIN 34-1724087 | Insurance Commissions | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,350 | $71,142+24.2% | $119,634-26.2% | $64,824+36.3% |
| Participation rate | 99.7% | 78.6%+21.0pp | 79.3%+20.4pp | 71.5%+28.2pp |
| Annual return | -10.97% | -10.01%-1.0pp | -14.98%+4.0pp | 32.84%-43.8pp |
| Employer contribution / active EE | $2,889 | $2,497+15.7% | $4,232-31.7% | $2,507+15.3% |
| Participant deferral / active EE | $6,287 | $4,490+40.0% | $5,601+12.2% | $4,311+45.8% |
| Admin fee / account holder | $70 | $162-56.8% | $10,329-99.3% | $188-62.7% |