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| Provider | Service type | Compensation |
|---|---|---|
QUALIFIED PLANS, LLC6+ years Filed as: QUALIFIED PLAN CONSULTANTS LLC Service code 17 · EIN 20-0223513 | Pension Consulting | $1,200 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $58,371 | $54,573+7.0% | $90,970-35.8% | $73,493-20.6% |
| Participation rate | 48.1% | 61.2%-13.0pp | 69.0%-20.9pp | 70.7%-22.6pp |
| Annual return | 14.92% | 16.69%-1.8pp | 134.58%-119.7pp | 28.51%-13.6pp |
| Employer contribution / active EE | $805 | $991-18.8% | $2,122-62.1% | $2,270-64.5% |
| Participant deferral / active EE | $2,668 | $2,517+6.0% | $3,373-20.9% | $3,740-28.6% |
| Admin fee / account holder | $15 | $521-97.2% | $5,960-99.8% | $513-97.1% |