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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $10,915 |
VALMARK ADVISERS INC1 year Filed as: VALMARK ADVISERS, INC. Service code 28 · EIN 31-1509466 | Investment Management | $8,112 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,868 | $62,686-82.7% | $178,505-93.9% | $77,762-86.0% |
| Participation rate | 70.2% | 66.9%+3.3pp | 77.1%-6.9pp | 70.6%-0.4pp |
| Annual return | 206.00% | 16.16%+189.8pp | 27.16%+178.8pp | 31.27%+174.7pp |
| Employer contribution / active EE | $0 | $1,914-100.0% | $3,955-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $4,470 | $4,224+5.8% | $6,280-28.8% | $4,651-3.9% |
| Admin fee / account holder | $80 | $386-79.2% | $10,428-99.2% | $433-81.5% |