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| Provider | Service type | Compensation |
|---|---|---|
QCI ASSET MANAGEMENT3+ years Filed as: QCI ASSET MANAGEMENT, INC. Service code 26 · EIN 16-1045618 | Advisory (Participants) | $125,592 |
Filed as: GROGAN & STFFLEBEAM, CPAS LLP Service code 10 · EIN 20-0389490 | Accounting | $15,000 |
Service code 15 · EIN 22-2725182 | Recordkeeping | $9,456 |
Filed as: CHARLES SCHWAB Service code 19 · EIN 94-1737782 | Securities Custodian | $9,017 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,776 | $58,726+202.7% | $92,240+92.7% | $62,293+185.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 9.20% | 43.62%-34.4pp | 176.29%-167.1pp | 28.90%-19.7pp |
| Employer contribution / active EE | $17,359 | $2,392+625.8% | $3,680+371.8% | $2,042+750.0% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $866 | $556+55.7% | $5,194-83.3% | $479+80.7% |