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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 82-1364595 | Other Fees | $41,906 |
QUALIFIED PLANS, LLC5 years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 49 · EIN 20-0223513 | Other Services | $11,429 |
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 | $97,101 | $51,283+89.3% | $95,728+1.4% | $71,495+35.8% |
| Participation rate | 94.0% | 63.1%+30.9pp | 72.3%+21.8pp | 67.9%+26.1pp |
| Annual return | 16.72% | 25.25%-8.5pp | 28.40%-11.7pp | 28.85%-12.1pp |
| Employer contribution / active EE | $2,727 | $1,817+50.1% | $2,835-3.8% | $2,589+5.3% |
| Participant deferral / active EE | $5,673 | $3,365+68.6% | $4,245+33.6% | $4,291+32.2% |
| Admin fee / account holder | $349 | $1,135-69.3% | $5,673-93.9% | $1,588-78.0% |