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| Provider | Service type | Compensation |
|---|---|---|
QCI ASSET MANAGEMENT1+ years Filed as: QCI ASSET MANAGEMENT, INC. Service code 27 · EIN 16-1045618 | Advisory (Plan) | $20,606 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $12,786 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,674 | $31,109+8.2% | $67,704-50.3% | $52,331-35.7% |
| Participation rate | 68.6% | 54.0%+14.7pp | 67.5%+1.1pp | 68.1%+0.5pp |
| Annual return | -0.46% | 23.70%-24.2pp | 25.41%-25.9pp | 4.54%-5.0pp |
| Employer contribution / active EE | $2,932 | $1,076+172.5% | $2,559+14.6% | $1,882+55.8% |
| Participant deferral / active EE | $0 | $1,970-100.0% | $3,585-100.0% | $3,022-100.0% |
| Admin fee / account holder | $326 | $466-30.0% | $4,255-92.3% | $592-44.9% |