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| Provider | Service type | Compensation |
|---|---|---|
QBI, LLC3+ years Service code 13 · EIN 26-2768667 21031 VENTURA BLVD · WOODLAND HILLS, CA 91364 | Contract Administrator | $1,500 |
Filed as: GREAT- WEST LIFE & ANNUITY INSURCAN Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $802 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $40,541 | $80,753-49.8% | $136,298-70.3% | $62,293-34.9% |
| Participation rate | 18.9% | 73.5%-54.6pp | 81.9%-63.0pp | 69.5%-50.6pp |
| Annual return | 16.80% | 35.83%-19.0pp | 5156.27%-5139.5pp | 28.90%-12.1pp |
| Employer contribution / active EE | $578 | $2,884-79.9% | $4,696-87.7% | $2,042-71.7% |
| Participant deferral / active EE | $975 | $5,164-81.1% | $6,247-84.4% | $3,169-69.2% |
| Admin fee / account holder | $4 | $525-99.2% | $9,244-100.0% | $479-99.1% |