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| Provider | Service type | Compensation |
|---|---|---|
QBI, LLC4+ years Service code 13 21031 VENTURA BLVD., 12TH FLOOR · WOODLAND HILLS, CA 91364 | Contract Administrator | $36,474 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,602 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,832 | $45,382-34.3% | $154,111-80.6% | $75,289-60.4% |
| Participation rate | 15.8% | 65.9%-50.1pp | 83.0%-67.2pp | 72.4%-56.6pp |
| Annual return | -5.24% | -0.47%-4.8pp | 735.18%-740.4pp | -0.04%-5.2pp |
| Employer contribution / active EE | $50 | $1,533-96.7% | $5,298-99.1% | $2,405-97.9% |
| Participant deferral / active EE | $783 | $2,384-67.2% | $5,081-84.6% | $3,739-79.1% |
| Admin fee / account holder | $157 | $89+75.8% | $13,411-98.8% | $102+53.5% |