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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC1 year Filed as: VALMARK SECURITIES INC. Service code 55 | Other Commissions | $8,612 |
PEERY & ASSOCIATES, INC.1 year Service code 13 P.O. BOX 850 · PESCADERO, CA 94060 | Contract Administrator | $1,362 |
Filed as: GREAT-WEST & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $959 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $749 |
VALMARK ADVISERS INC2+ years Filed as: VALMARK SECURITIES INC Service code 55 130 SPRINGSIDE DRIVE #300 · AKRON, OH 44333 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $37,288 | $46,761-20.3% | $106,619-65.0% | $57,658-35.3% |
| Participation rate | 21.4% | 56.9%-35.5pp | 78.0%-56.6pp | 70.2%-48.8pp |
| Annual return | 8.60% | 15.77%-7.2pp | 9.42%-0.8pp | 5.13%+3.5pp |
| Employer contribution / active EE | $389 | $1,274-69.5% | $3,947-90.1% | $1,974-80.3% |
| Participant deferral / active EE | $676 | $1,954-65.4% | $3,930-82.8% | $3,061-77.9% |
| Admin fee / account holder | $16 | $97-83.3% | $6,418-99.7% | $95-82.9% |