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| Provider | Service type | Compensation |
|---|---|---|
QBI, LLC1 year Service code 13 21031 VENTURA BLVD., 12TH FLOOR · WOODLAND HILLS, CA 91364 | Contract Administrator | $1,869 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,485 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,112 |
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.
Employer 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 | $37,113 | $81,208-54.3% | $98,916-62.5% | $79,858-53.5% |
| Participation rate | 41.9% | 72.5%-30.6pp | 76.0%-34.1pp | 69.6%-27.7pp |
| Annual return | 12.12% | 60.99%-48.9pp | 196.45%-184.3pp | 31.72%-19.6pp |
| Employer contribution / active EE | $187 | $1,960-90.5% | $2,689-93.0% | $2,471-92.4% |
| Participant deferral / active EE | $930 | $3,265-71.5% | $4,245-78.1% | $3,740-75.1% |
| Admin fee / account holder | $41 | $6,013-99.3% | $6,642-99.4% | $5,306-99.2% |