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| Provider | Service type | Compensation |
|---|---|---|
QCI ASSET MANAGEMENT4+ years Filed as: QCI ASSET MANAGEMENT, INC. Service code 27 · EIN 16-1045618 | Advisory (Plan) | $22,789 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $6,526 |
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 | $45,957 | $42,383+8.4% | $76,518-39.9% | $64,173-28.4% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -2.53% | -16.54%+14.0pp | -0.27%-2.3pp | 7.63%-10.2pp |
| Employer contribution / active EE | $685 | $1,563-56.2% | $2,647-74.1% | $2,381-71.2% |
| Participant deferral / active EE | $0 | $2,566-100.0% | $3,836-100.0% | $3,470-100.0% |
| Admin fee / account holder | $361 | $3,198-88.7% | $4,849-92.5% | $4,887-92.6% |