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| Provider | Service type | Compensation |
|---|---|---|
QCI ASSET MANAGEMENT3+ years Filed as: QCI ASSET MANAGEMENT, INC. Service code 27 · EIN 16-1045618 | Advisory (Plan) | $21,125 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $6,988 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,627 | $47,848-2.6% | $81,473-42.8% | $70,126-33.5% |
| Participation rate | 81.8% | 58.3%+23.5pp | 68.0%+13.9pp | 69.5%+12.3pp |
| Annual return | 9.69% | 27.25%-17.6pp | 38.78%-29.1pp | 73.15%-63.5pp |
| Employer contribution / active EE | $3,717 | $1,527+143.4% | $2,568+44.7% | $2,343+58.7% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $338 | $3,145-89.3% | $4,561-92.6% | $4,645-92.7% |