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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC2 years Filed as: VALMARK SECURITIES INC. Service code 55 | Other Commissions | $10,360 |
PEERY & ASSOCIATES, INC.2 years Service code 13 P.O. BOX 850 · PESCADERO, CA 94060 | Contract Administrator | $1,623 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,204 |
Filed as: GREAT-WEST & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,073 |
VALMARK ADVISERS INC3+ 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,783 | $54,390-19.5% | $117,039-62.6% | $69,631-37.1% |
| Participation rate | 20.3% | 58.5%-38.2pp | 77.2%-56.8pp | 70.7%-50.3pp |
| Annual return | 15.85% | 18.33%-2.5pp | 18.95%-3.1pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $358 | $1,357-73.6% | $3,785-90.5% | $2,032-82.4% |
| Participant deferral / active EE | $661 | $2,076-68.2% | $3,929-83.2% | $3,224-79.5% |
| Admin fee / account holder | $21 | $98-78.0% | $5,974-99.6% | $110-80.5% |