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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $583,743 |
Service code 16 · EIN 02-2378419 | Consulting | $50,000 |
GBQ PARTNERS5 years Filed as: GBQ PARTNERS LLC Service code 10 · EIN 02-2012230 | Accounting | $33,700 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,133 | $136,266-75.0% | $90,767-62.4% | $77,906-56.2% |
| Participation rate | 94.2% | 86.6%+7.5pp | 75.7%+18.5pp | 73.7%+20.5pp |
| Annual return | 34.92% | -11.32%+46.2pp | -12.16%+47.1pp | 12.16%+22.8pp |
| Employer contribution / active EE | $184 | $4,215-95.6% | $2,922-93.7% | $2,846-93.5% |
| Participant deferral / active EE | $3,587 | $6,353-43.5% | $4,565-21.4% | $4,805-25.4% |
| Admin fee / account holder | $120 | $399-69.8% | $8,445-98.6% | $133-9.2% |