Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GBQ CONSULTING2 years Filed as: GBQ CONSULTING, LLC Service code 34 · EIN 20-2122189 | Valuation (appraisals, etc.) | $6,500 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,649 | $66,124-89.9% | $90,461-92.7% | $73,497-91.0% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | -30.22% | 17.65%-47.9pp | 1294.76%-1325.0pp | 28.51%-58.7pp |
| Employer contribution / active EE | $1,973 | $2,346-15.9% | $3,264-39.5% | $2,270-13.1% |
| Participant deferral / active EE | $0 | $3,039-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $96 | $396-75.6% | $5,617-98.3% | $513-81.2% |