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| Provider | Service type | Compensation |
|---|---|---|
QUALIFIED PLANS, LLC2+ years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 17 · EIN 22-0223513 | Pension Consulting | $1,042 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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 | $24,059 | $44,425-45.8% | $67,834-64.5% | $55,167-56.4% |
| Participation rate | 92.5% | 59.7%+32.8pp | 68.8%+23.7pp | 69.0%+23.5pp |
| Annual return | 9.55% | 17.80%-8.2pp | 138.47%-128.9pp | 169.23%-159.7pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,403-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,793 | $2,166+29.0% | $3,160-11.6% | $3,054-8.6% |
| Admin fee / account holder | $6 | $530-98.8% | $4,622-99.9% | $504-98.7% |