Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
QP CONSULTING1 year Filed as: QP CONSULTING, LLC Service code 15 · EIN 47-1771614 | Recordkeeping | $32,001 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $18,391 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $74,112 | $63,314+17.1% | $91,004-18.6% | $62,293+19.0% |
| Participation rate | 77.6% | 73.3%+4.3pp | 75.6%+2.0pp | 69.5%+8.1pp |
| Annual return | 14.24% | 21.00%-6.8pp | 4.60%+9.6pp | 28.90%-14.7pp |
| Employer contribution / active EE | $1,291 | $1,807-28.6% | $2,456-47.4% | $2,042-36.8% |
| Participant deferral / active EE | $3,009 | $2,944+2.2% | $3,548-15.2% | $3,169-5.0% |
| Admin fee / account holder | $200 | $468-57.2% | $5,417-96.3% | $479-58.2% |