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| Provider | Service type | Compensation |
|---|---|---|
QUALIFIED PLANS, LLC3+ years Filed as: QUALIFIED PLAN CONSULTANTS LLC Service code 17 · EIN 20-0223513 | Pension Consulting | $1,275 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $48,448 | $54,541-11.2% | $78,778-38.5% | $70,126-30.9% |
| Participation rate | 64.3% | 60.8%+3.5pp | 69.2%-4.9pp | 69.5%-5.3pp |
| Annual return | 11.88% | 21.07%-9.2pp | 35.62%-23.7pp | 73.15%-61.3pp |
| Employer contribution / active EE | $1,110 | $1,089+2.0% | $1,986-44.1% | $2,343-52.6% |
| Participant deferral / active EE | $3,088 | $2,210+39.7% | $2,958+4.4% | $3,332-7.3% |
| Admin fee / account holder | $20 | $3,709-99.5% | $5,134-99.6% | $4,645-99.6% |