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| Provider | Service type | Compensation |
|---|---|---|
QBI, LLC3+ years Service code 15 114 PACIFICA, SUITE 150 · IRVINE, CA 92618 | Recordkeeping | $650 |
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.
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 | $37,589 | $46,966-20.0% | $185,117-79.7% | $69,631-46.0% |
| Participation rate | 6.4% | 65.3%-58.9pp | 77.3%-70.9pp | 70.7%-64.3pp |
| Annual return | 13.52% | 22.36%-8.8pp | 40.50%-27.0pp | 27571.02%-27557.5pp |
| Employer contribution / active EE | $0 | $1,360-100.0% | $4,182-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $125 | $3,017-95.8% | $5,045-97.5% | $3,224-96.1% |
| Admin fee / account holder | $334 | $94+256.3% | $8,159-95.9% | $110+202.8% |