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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 82-1364595 | Other Fees | $37,864 |
QUALIFIED PLANS, LLC2 years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 49 · EIN 20-0223513 | Other Services | $11,525 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,264 | $55,122+51.1% | $104,625-20.4% | $73,493+13.3% |
| Participation rate | 91.0% | 67.7%+23.2pp | 74.1%+16.9pp | 70.7%+20.3pp |
| Annual return | 12.22% | 24.77%-12.6pp | 340.60%-328.4pp | 28.51%-16.3pp |
| Employer contribution / active EE | $2,311 | $1,464+57.8% | $2,681-13.8% | $2,270+1.8% |
| Participant deferral / active EE | $4,617 | $2,919+58.2% | $3,738+23.5% | $3,740+23.5% |
| Admin fee / account holder | $284 | $423-32.8% | $6,465-95.6% | $513-44.6% |