Filed July 5, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC4+ years Filed as: VALMARK SECURITIES INC Service code 55 130 SPRINGSIDE DR #300 · AKRON, OH 44333 | Other Commissions | $27,013 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,991 |
T. E. LOTT AND COMPANY4+ years Filed as: T.E. LOTT & COMPANY, P.A. Service code 16 221 7TH STREET NORTH · COLUMBUS, MS 39703 | Consulting | $19,989 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,720 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,915 | $65,118-57.1% | $76,767-63.6% | $55,725-49.9% |
| Participation rate | 83.8% | 79.6%+4.2pp | 77.0%+6.8pp | 70.9%+12.9pp |
| Annual return | -3.24% | -1.27%-2.0pp | 2.43%-5.7pp | 244.93%-248.2pp |
| Employer contribution / active EE | $247 | $1,941-87.3% | $2,485-90.1% | $2,078-88.1% |
| Participant deferral / active EE | $1,986 | $3,688-46.2% | $3,852-48.4% | $3,356-40.8% |
| Admin fee / account holder | $71 | $116-38.6% | $6,675-98.9% | $115-38.3% |