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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $8,719 |
Filed as: UNITED PLANNERS FINANCIAL Service code 27 · EIN 86-0588303 | Advisory (Plan) | $8,199 |
QBI, LLC2+ years Service code 15 · EIN 26-2768667 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $16,656 | $52,884-68.5% | $84,753-80.3% | $55,167-69.8% |
| Participation rate | 48.3% | 67.5%-19.2pp | 76.6%-28.2pp | 69.0%-20.6pp |
| Annual return | 14.16% | 18.03%-3.9pp | 22.78%-8.6pp | 169.23%-155.1pp |
| Employer contribution / active EE | $516 | $2,233-76.9% | $3,574-85.6% | $1,963-73.7% |
| Participant deferral / active EE | $2,095 | $2,644-20.8% | $3,712-43.6% | $3,054-31.4% |
| Admin fee / account holder | $190 | $581-67.3% | $5,333-96.4% | $504-62.3% |