Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
QBI, LLC3 years Service code 14 · EIN 26-2768667 21031 VENTURA BLVD., 12TH FLOOR · WOODLAND HILLS, CA 91364 | Plan Administrator | $5,111 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $554 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $110,025 | $63,114+74.3% | $92,915+18.4% | $65,186+68.8% |
| Participation rate | 61.0% | 68.8%-7.7pp | 76.0%-15.0pp | 70.2%-9.2pp |
| Annual return | 28.03% | 28.75%-0.7pp | 109.45%-81.4pp | 29.39%-1.4pp |
| Employer contribution / active EE | $150 | $2,571-94.2% | $3,653-95.9% | $2,177-93.1% |
| Participant deferral / active EE | $4,184 | $3,108+34.6% | $4,238-1.3% | $3,514+19.1% |
| Admin fee / account holder | $32 | $624-94.8% | $5,796-99.4% | $847-96.2% |