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| Provider | Service type | Compensation |
|---|---|---|
QBI, LLC3+ years Service code 15 · EIN 26-2768667 21031 VENTURA BLVD., 12TH FLOOR · WOODLAND HILLS, CA 91364 | Recordkeeping | $0 |
QBI, LLC1 year Filed as: QBI,LLC Service code 15 | Recordkeeping | $0 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS. Service code 15 · EIN 36-6071399 | Recordkeeping | $0 |
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 | $18,292 | $75,962-75.9% | $154,111-88.1% | $64,173-71.5% |
| Participation rate | 76.9% | 70.4%+6.5pp | 83.0%-6.1pp | 69.6%+7.4pp |
| Annual return | 7.16% | 30.32%-23.2pp | 735.18%-728.0pp | 7.63%-0.5pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,106 | $3,175-65.1% | $5,081-78.2% | $3,470-68.1% |
| Admin fee / account holder | $23 | $5,589-99.6% | $13,411-99.8% | $4,887-99.5% |