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| Provider | Service type | Compensation |
|---|---|---|
QBI, LLC1 year Filed as: QBI, LLC- OC Service code 13 21031 VENTURA BLVD 12TH FLOOR · WOODLAND HILLS, CA 91364 | Contract Administrator | $7,967 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $886 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $16,392 | $36,916-55.6% | $156,551-89.5% | $57,658-71.6% |
| Participation rate | 48.5% | 63.4%-14.9pp | 84.0%-35.5pp | 70.2%-21.7pp |
| Annual return | 8.20% | 12.38%-4.2pp | 32.23%-24.0pp | 5.13%+3.1pp |
| Employer contribution / active EE | $204 | $1,571-87.0% | $5,501-96.3% | $1,974-89.7% |
| Participant deferral / active EE | $1,594 | $1,926-17.2% | $4,871-67.3% | $3,061-47.9% |
| Admin fee / account holder | $81 | $82-2.4% | $13,028-99.4% | $95-14.8% |