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 MANAGEMENT2+ years Filed as: QCI ASSET MANAGEMENT, INC. Service code 26 · EIN 16-1045618 | Advisory (Participants) | $157,253 |
GROGAN & STUFFLEBEAM, CPAS LLP2+ years Service code 10 · EIN 20-0389490 | Accounting | $15,000 |
Filed as: STATE STREET BAND AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $10,506 |
Service code 15 · EIN 22-2725182 | Recordkeeping | $8,417 |
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 | $171,040 | $52,884+223.4% | $84,753+101.8% | $55,167+210.0% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 5.92% | 18.03%-12.1pp | 22.78%-16.9pp | 169.23%-163.3pp |
| Employer contribution / active EE | $14,168 | $2,233+534.3% | $3,574+296.4% | $1,963+621.9% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $999 | $581+72.0% | $5,333-81.3% | $504+98.2% |