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| Provider | Service type | Compensation |
|---|---|---|
QUALIFIED PLANS, LLC5+ years Filed as: QUALIFIED PLAN ADVISORS Service code 27 6201 COLLEGE BLVD · OVERLAND PARK, KS 62100 | Advisory (Plan) | $20,568 |
QUALIFIED PLANS, LLC1 year Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 49 · EIN 20-0223513 | Other Services | $18,553 |
Service code 99 · EIN 82-1364595 | Other Fees | $15,796 |
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 | $73,489 | $50,175+46.5% | $99,475-26.1% | $65,185+12.7% |
| Participation rate | 88.8% | 68.4%+20.4pp | 73.8%+14.9pp | 70.2%+18.6pp |
| Annual return | 22.27% | 25.36%-3.1pp | 30.72%-8.4pp | 29.38%-7.1pp |
| Employer contribution / active EE | $2,151 | $1,496+43.8% | $2,540-15.3% | $2,177-1.2% |
| Participant deferral / active EE | $4,100 | $2,748+49.2% | $3,619+13.3% | $3,514+16.7% |
| Admin fee / account holder | $252 | $398-36.7% | $6,252-96.0% | $847-70.3% |