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, LLC2+ years Service code 13 114 PACIFICA, SUITE 150 · IRVINE, CA 92618 | Contract Administrator | $10,200 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $1,146 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,429 | $54,392-29.3% | $84,753-54.7% | $63,975-39.9% |
| Participation rate | 91.6% | 76.9%+14.7pp | 76.6%+15.0pp | 71.1%+20.4pp |
| Annual return | 15.93% | 611.38%-595.4pp | 22.78%-6.9pp | 48.65%-32.7pp |
| Employer contribution / active EE | $2,413 | $2,943-18.0% | $3,574-32.5% | $2,182+10.6% |
| Participant deferral / active EE | $7,079 | $2,593+173.1% | $3,712+90.7% | $3,356+110.9% |
| Admin fee / account holder | $9 | $136-93.0% | $5,333-99.8% | $70-86.6% |