Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
QCI ASSET MANAGEMENT5 years Filed as: QCI ASSET MANAGEMENT, INC Service code 26 · EIN 16-1045618 | Advisory (Participants) | $120,770 |
GROGAN & STUFFLEBEAM, CPAS LLP10+ years Service code 10 · EIN 20-0389490 | Accounting | $22,500 |
RIMKUS, MARCIANO & ASSOCIATES, INC.10+ years Filed as: RIMKUS, MARCIANO & ASSOCIATES, INC Service code 15 · EIN 22-2725182 | Recordkeeping | $11,764 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,159 | $80,781+110.6% | $102,437+66.1% | $74,478+128.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 12.31% | 27.58%-15.3pp | 24.95%-12.6pp | 1370.56%-1358.3pp |
| Employer contribution / active EE | $22,387 | $3,160+608.4% | $3,871+478.4% | $2,626+752.4% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $654 | $2,372-72.4% | $8,388-92.2% | $1,946-66.4% |