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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 1150 SOUTH OLIVE STREET · LOS ANGELES, CA 90015 | Recordkeeping | $2,354 |
QBI, LLC1+ years Service code 15 · EIN 26-2768667 21031 VENTURA BLVD. 12TH FLOOR · WOODLAND HILLS, CA 91364 | Recordkeeping | $825 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,500 | $73,638-83.0% | $95,960-87.0% | $73,493-83.0% |
| Participation rate | 14.4% | 76.2%-61.8pp | 77.1%-62.7pp | 70.7%-56.3pp |
| Annual return | 0.00% | 16.78%-16.8pp | 91.63%-91.6pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,003 | $3,617-72.3% | $4,167-75.9% | $3,740-73.2% |
| Admin fee / account holder | $116 | $482-75.9% | $6,797-98.3% | $513-77.4% |