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| 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 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,388 | $71,964-74.4% | $167,512-89.0% | $85,563-78.5% |
| Participation rate | 72.9% | 61.0%+11.9pp | 77.1%-4.2pp | 66.0%+6.9pp |
| Annual return | 37.12% | 18.83%+18.3pp | 1615.79%-1578.7pp | 31.51%+5.6pp |
| Employer contribution / active EE | $0 | $1,875-100.0% | $3,882-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $5,040 | $4,110+22.6% | $6,405-21.3% | $4,375+15.2% |
| Admin fee / account holder | $141 | $815-82.7% | $9,769-98.6% | $834-83.1% |