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| Provider | Service type | Compensation |
|---|---|---|
QCI ASSET MANAGEMENT2 years Filed as: QCI ASSET MANAGEMENT, INC Service code 26 · EIN 16-1045618 | Advisory (Participants) | $114,729 |
GROGAN & STUFFLEBEAM, CPAS LLP7+ years Service code 10 · EIN 20-0389490 | Accounting | $18,600 |
Filed as: RIMKUS, MARCIANO & ASSOCIATES, INC Service code 15 · EIN 22-2725182 | Recordkeeping | $11,433 |
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 | $183,479 | $77,677+136.2% | $109,188+68.0% | $79,389+131.1% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 11.43% | 23.44%-12.0pp | 25.76%-14.3pp | 116.89%-105.5pp |
| Employer contribution / active EE | $16,763 | $2,798+499.0% | $3,723+350.2% | $2,428+590.4% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $819 | $732+11.8% | $6,755-87.9% | $626+30.7% |