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| Provider | Service type | Compensation |
|---|---|---|
QBI, LLC7+ years Service code 15 · EIN 26-2768667 21031 VENTURA BLVD., 12TH FLOOR · WOODLAND HILLS, CA 91364 | Recordkeeping | $0 |
QBI, LLC5 years Filed as: QBI,LLC Service code 15 | Recordkeeping | $0 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS. Service code 15 · EIN 36-6071399 | Recordkeeping | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,783 | $73,848-63.7% | $143,799-81.4% | $68,486-60.9% |
| Participation rate | 73.0% | 66.7%+6.4pp | 80.3%-7.3pp | 67.9%+5.1pp |
| Annual return | -13.75% | 0.91%-14.7pp | -0.04%-13.7pp | -7.85%-5.9pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,935 | $3,385-13.3% | $5,638-47.9% | $4,028-27.1% |
| Admin fee / account holder | $271 | $5,755-95.3% | $14,677-98.2% | $5,404-95.0% |