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, LLC1+ years Service code 13 114 PACIFICA, SUITE 150 · IRVINE, CA 92618 | Contract Administrator | $225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,214 | $44,229-13.6% | $155,789-75.5% | $55,191-30.8% |
| Participation rate | 5.5% | 60.8%-55.3pp | 76.1%-70.6pp | 69.2%-63.6pp |
| Annual return | -2.34% | 0.37%-2.7pp | 71.54%-73.9pp | 10.78%-13.1pp |
| Employer contribution / active EE | $0 | $1,317-100.0% | $3,839-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $123 | $2,851-95.7% | $4,798-97.4% | $3,046-96.0% |
| Admin fee / account holder | $365 | $86+323.8% | $7,477-95.1% | $91+302.4% |