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| Provider | Service type | Compensation |
|---|---|---|
QBI, LLC4+ years Service code 15 · EIN 26-2768667 21031 VENTURA BLVD., 12TH FLOOR · WOODLAND HILLS, CA 91364 | Recordkeeping | $0 |
QBI, LLC2 years Filed as: QBI,LLC Service code 15 | Recordkeeping | $0 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS. Service code 15 · EIN 36-6071399 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,933 | $85,171-82.5% | $172,752-91.4% | $72,975-79.5% |
| Participation rate | 91.4% | 70.1%+21.3pp | 82.6%+8.7pp | 69.5%+21.9pp |
| Annual return | 4.77% | 27.32%-22.6pp | 802.97%-798.2pp | 81.01%-76.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,380 | $3,260-57.7% | $5,198-73.4% | $3,608-61.7% |
| Admin fee / account holder | $54 | $5,880-99.1% | $13,955-99.6% | $5,124-99.0% |