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| Provider | Service type | Compensation |
|---|---|---|
QCI ASSET MANAGEMENT1+ years Filed as: QCI ASSET MANAGEMENT, INC. Service code 26 · EIN 16-1045618 | Advisory (Participants) | $157,408 |
GROGAN & STUFFLEBEAM, CPAS LLP1+ years Service code 10 · EIN 20-0389490 | Accounting | $15,000 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $14,153 |
Filed as: RIMKUS, MARCIANO & ASSOCIATES, INC Service code 15 · EIN 22-2725182 | Recordkeeping | $8,424 |
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 | $165,858 | $50,464+228.7% | $75,784+118.9% | $52,331+216.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | -0.86% | 1.03%-1.9pp | 9.68%-10.5pp | 4.54%-5.4pp |
| Employer contribution / active EE | $15,020 | $1,988+655.4% | $3,323+351.9% | $1,882+698.2% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $962 | $1,103-12.8% | $5,300-81.9% | $592+62.6% |