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| Provider | Service type | Compensation |
|---|---|---|
QP ADVISORY LLC4+ years Filed as: DR ADVISORY Service code 27 · EIN 20-5173405 | Advisory (Plan) | $21,616 |
BENEFIT CONSULTANTS GROUP4+ years Service code 13 · EIN 22-2383285 | Contract Administrator | $13,770 |
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 | $21,782 | $75,959-71.3% | $154,114-85.9% | $64,181-66.1% |
| Participation rate | 68.4% | 70.4%-2.0pp | 83.0%-14.6pp | 69.6%-1.1pp |
| Annual return | -3.89% | 30.32%-34.2pp | 735.16%-739.1pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,350 | $3,350-59.7% | $5,298-74.5% | $2,381-43.3% |
| Participant deferral / active EE | $2,870 | $3,175-9.6% | $5,081-43.5% | $3,470-17.3% |
| Admin fee / account holder | $151 | $5,589-97.3% | $13,411-98.9% | $4,887-96.9% |