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| Provider | Service type | Compensation |
|---|---|---|
QBI, LLC5+ years Service code 15 · EIN 26-2768667 21031 VENTURA BLVD., 12TH FLOOR · WOODLAND HILLS, CA 91364 | Recordkeeping | $0 |
QBI, LLC3 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 | $19,143 | $91,179-79.0% | $178,499-89.3% | $79,852-76.0% |
| Participation rate | 96.4% | 69.2%+27.2pp | 81.9%+14.5pp | 69.6%+26.8pp |
| Annual return | 4.45% | 24.19%-19.7pp | 151.10%-146.7pp | 31.72%-27.3pp |
| Employer contribution / active EE | $2,041 | $3,256-37.3% | $5,011-59.3% | $2,471-17.4% |
| Participant deferral / active EE | $1,519 | $3,236-53.1% | $5,202-70.8% | $3,740-59.4% |
| Admin fee / account holder | $89 | $6,749-98.7% | $13,986-99.4% | $5,306-98.3% |