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| Provider | Service type | Compensation |
|---|---|---|
QCI ASSET MANAGEMENT2+ years Filed as: QCI ASSET MANAGEMENT, INC. Service code 27 · EIN 16-1045618 | Advisory (Plan) | $21,675 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $7,109 |
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 | $34,447 | $43,075-20.0% | $74,577-53.8% | $62,881-45.2% |
| Participation rate | 84.4% | 58.1%+26.3pp | 68.1%+16.3pp | 69.3%+15.1pp |
| Annual return | 6.00% | 17.50%-11.5pp | 20.47%-14.5pp | 20.14%-14.1pp |
| Employer contribution / active EE | $3,360 | $1,498+124.3% | $2,525+33.1% | $2,281+47.3% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,458-100.0% | $3,203-100.0% |
| Admin fee / account holder | $290 | $2,840-89.8% | $4,138-93.0% | $4,296-93.2% |