Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC2 years Filed as: VALMARK ADVISERS, INC. Service code 26 · EIN 31-1509466 | Advisory (Participants) | $18,394 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,620 |
9 funds of $250K or more; 16 lines in all, holding $4.8M of the plan's $4.9M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: BlackRock LifePath Index, other, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Separate account Target-date, 10 vintages | $3.8M | 79.2% |
| Investments at Estimated Fair Value 500 Index Fund Manager not matched · Mutual fund Index | $292K | 6.1% |
| Putnam Large Cap Growth Fund Franklin Templeton · Separate account | $222K | 4.6% |
| ClearBridge Small Cap Growth Fund Franklin Templeton · Separate account | $103K | 2.1% |
| Mid Cap Index Fund Manager not matched · Separate account Index | $75K | 1.6% |
| Capital World Growth & Income Fund Capital Group · Separate account | $55K | 1.1% |
| Columbia Overseas Value Fund Ameriprise (Columbia Threadneedle) · Separate account | $38K | 0.8% |
| American Funds EuroPac Growth Capital Group · Separate account | $37K | 0.8% |
| Vanguard Small-Cap Value Index Fund Vanguard · Separate account Index | $36K | 0.7% |
| Thrivent Mid Cap Stock Fund Thrivent · Separate account | $33K | 0.7% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.