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| Provider | Service type | Compensation |
|---|---|---|
QP ADVISORY LLC1+ years Filed as: DR ADVISORY Service code 27 · EIN 20-5173405 | Advisory (Plan) | $20,595 |
BENEFIT CONSULTANTS GROUP1+ years Service code 13 · EIN 22-2383285 | Contract Administrator | $10,705 |
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 | $26,628 | $46,360-42.6% | $147,618-82.0% | $52,331-49.1% |
| Participation rate | 66.3% | 64.9%+1.4pp | 84.6%-18.3pp | 68.1%-1.8pp |
| Annual return | 3.06% | 1.62%+1.4pp | 61.98%-58.9pp | 4.54%-1.5pp |
| Employer contribution / active EE | $1,013 | $2,126-52.3% | $5,565-81.8% | $1,882-46.1% |
| Participant deferral / active EE | $1,970 | $2,258-12.7% | $4,895-59.8% | $3,022-34.8% |
| Admin fee / account holder | $152 | $766-80.2% | $11,612-98.7% | $592-74.3% |