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| Provider | Service type | Compensation |
|---|---|---|
QCI ASSET MANAGEMENT4 years Filed as: QCI ASSET MANAGEMENT, INC Service code 26 · EIN 16-1045618 | Advisory (Participants) | $106,010 |
GROGAN & STUFFLEBEAM, CPAS LLP9+ years Service code 10 · EIN 20-0389490 | Accounting | $22,500 |
Filed as: RIMKUS, MARCIANO & ASSOCIATES, INC Service code 15 · EIN 22-2725182 | Recordkeeping | $11,225 |
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 | $175,769 | $76,696+129.2% | $96,538+82.1% | $71,529+145.7% |
| Participation rate | 99.0% | 66.6%+32.5pp | 74.3%+24.7pp | 67.9%+31.1pp |
| Annual return | 13.88% | 48.32%-34.4pp | 35.74%-21.9pp | 28.97%-15.1pp |
| Employer contribution / active EE | $20,940 | $3,032+590.7% | $3,740+459.9% | $2,590+708.6% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $712 | $2,030-64.9% | $6,737-89.4% | $1,588-55.2% |