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| Provider | Service type | Compensation |
|---|---|---|
QBI, LLC3+ years Service code 13 114 PACIFICA, SUITE 150 · IRVINE, CA 92618 | Contract Administrator | $21,670 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $6,401 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,664 | $221,442-78.5% | $92,240-48.3% | $77,958-38.9% |
| Participation rate | 93.7% | 79.6%+14.1pp | 76.5%+17.2pp | 71.6%+22.1pp |
| Annual return | 20.51% | 15.65%+4.9pp | 176.29%-155.8pp | 20.87%-0.4pp |
| Employer contribution / active EE | $2,576 | $3,226-20.2% | $3,680-30.0% | $2,310+11.5% |
| Participant deferral / active EE | $7,363 | $2,779+164.9% | $3,897+89.0% | $3,537+108.2% |
| Admin fee / account holder | $21 | $210-90.1% | $5,194-99.6% | $97-78.7% |