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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) | $109,014 |
GROGAN & STUFFLEBEAM, CPAS LLP8+ years Service code 10 · EIN 20-0389490 | Accounting | $20,000 |
Filed as: RIMKUS, MARCIANO & ASSOCIATES, INC Service code 15 · EIN 22-2725182 | Recordkeeping | $10,500 |
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 | $156,663 | $64,176+144.1% | $112,263+39.5% | $66,949+134.0% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -5.42% | -13.80%+8.4pp | 27.49%-32.9pp | 1.57%-7.0pp |
| Employer contribution / active EE | $16,849 | $3,007+460.4% | $3,636+363.4% | $2,545+562.0% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $705 | $626+12.7% | $6,410-89.0% | $594+18.8% |