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| Provider | Service type | Compensation |
|---|---|---|
QUALIFIED PLANS, LLC8+ years Filed as: QUALIFIED PLAN CONSULTANTS LLC Service code 17 · EIN 20-0223513 | Pension Consulting | $3,571 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,856 | $49,451-3.2% | $79,580-39.9% | $66,938-28.5% |
| Participation rate | 54.7% | 61.3%-6.6pp | 69.5%-14.8pp | 69.8%-15.1pp |
| Annual return | -15.76% | 84.25%-100.0pp | 0.15%-15.9pp | 1.58%-17.3pp |
| Employer contribution / active EE | $1,273 | $1,266+0.6% | $2,413-47.2% | $2,545-50.0% |
| Participant deferral / active EE | $3,874 | $3,159+22.7% | $3,985-2.8% | $4,238-8.6% |
| Admin fee / account holder | $424 | $595-28.6% | $6,835-93.8% | $594-28.5% |