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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC5 years Filed as: VALMARK SECURITIES INC. Service code 55 | Other Commissions | $14,387 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,931 |
PEERY & ASSOCIATES, INC.5 years Service code 13 P.O. BOX 850 · PESCADERO, CA 94060 | Contract Administrator | $2,219 |
Filed as: GREAT-WEST & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,031 |
VALMARK ADVISERS INC6+ 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.
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 | $66,059 | $59,328+11.3% | $118,946-44.5% | $73,493-10.1% |
| Participation rate | 32.0% | 62.3%-30.3pp | 75.4%-43.4pp | 70.7%-38.7pp |
| Annual return | 13.80% | 19.13%-5.3pp | 35.89%-22.1pp | 28.51%-14.7pp |
| Employer contribution / active EE | $674 | $1,803-62.6% | $3,263-79.3% | $2,270-70.3% |
| Participant deferral / active EE | $1,217 | $2,604-53.3% | $4,266-71.5% | $3,740-67.5% |
| Admin fee / account holder | $48 | $600-92.1% | $6,581-99.3% | $513-90.7% |