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| Provider | Service type | Compensation |
|---|---|---|
QUALIFIED PLANS, LLC2+ years Filed as: QUALIFIED PLANS LLC Service code 13 · EIN 58-2605083 | Contract Administrator | $12,487 |
FIRST BANKERS TRUST SERVICES2+ years Filed as: FIRST BANKERS TRUST SERVICES, INC. Service code 21 · EIN 20-1171923 | Bank Trustee | $5,345 |
WADE STABLES P.C.1 year Filed as: WADE STABLES PC Service code 10 · EIN 43-1498457 | Accounting | $4,455 |
Service code 21 · EIN 20-1171923 | Bank Trustee | $2,972 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,205 |
QUALIFIED PLANS, LLC2+ years Filed as: QUALIFIED PLANS LLC OF PEORIA Service code 13 · EIN 58-2605083 411 HAMILTON BLVD · PEORIA, IL 61602 | Contract Administrator | $300 |
QUALIFIED PLANS, LLC1 year Service code 15 · EIN 58-2605083 | Recordkeeping | $0 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $96,200 | $46,297+107.8% | $71,671+34.2% | $62,293+54.4% |
| Participation rate | 52.3% | 60.6%-8.3pp | 68.7%-16.4pp | 69.5%-17.2pp |
| Annual return | 14.37% | 22.32%-8.0pp | 20.65%-6.3pp | 28.90%-14.5pp |
| Employer contribution / active EE | $0 | $1,412-100.0% | $2,460-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,401 | $2,235-37.3% | $3,438-59.3% | $3,169-55.8% |
| Admin fee / account holder | $41 | $461-91.2% | $5,558-99.3% | $479-91.5% |