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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 82-1364595 | Other Fees | $38,914 |
QUALIFIED PLANS, LLC4 years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 49 · EIN 20-0223513 | Other Services | $16,962 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,253 | $44,714+77.2% | $91,225-13.1% | $66,938+18.4% |
| Participation rate | 93.6% | 65.0%+28.6pp | 73.2%+20.4pp | 69.8%+23.8pp |
| Annual return | -16.31% | -12.25%-4.1pp | 114.12%-130.4pp | 1.58%-17.9pp |
| Employer contribution / active EE | $2,522 | $1,710+47.5% | $2,851-11.5% | $2,545-0.9% |
| Participant deferral / active EE | $5,203 | $3,355+55.1% | $4,233+22.9% | $4,238+22.8% |
| Admin fee / account holder | $341 | $521-34.5% | $5,422-93.7% | $594-42.5% |