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| Provider | Service type | Compensation |
|---|---|---|
QCI ASSET MANAGEMENT4+ years Filed as: QCI Service code 28 · EIN 16-1045618 | Investment Management | $81,897 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET CORP Service code 19 · EIN 04-2457313 | Securities Custodian | $7,606 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $105,125-100.0% | $221,583-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 14.6%-14.6pp |
| Annual return | -2.13% | -3.21%+1.1pp | -6.55%+4.4pp | 10.56%-12.7pp |
| Employer contribution / active EE | $17,310 | $17,428-0.7% | $21,653-20.1% | $13,643+26.9% |
| Participant deferral / active EE | $0 | $183-100.0% | $160-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $1,920-100.0% | $3,354-100.0% |