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| Provider | Service type | Compensation |
|---|---|---|
QBI, LLC1+ years Service code 49 · EIN 26-2768667 21031 VENTURA BLVD. · WOODLAND HILLS, CA 91342 | Other Services | $5,691 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,636 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $36,918 | $37,134-0.6% | $100,671-63.3% | $52,331-29.5% |
| Participation rate | 68.9% | 57.7%+11.3pp | 70.7%-1.8pp | 68.1%+0.8pp |
| Annual return | -1.00% | 0.10%-1.1pp | 20.43%-21.4pp | 4.54%-5.5pp |
| Employer contribution / active EE | $428 | $1,187-63.9% | $4,012-89.3% | $1,882-77.2% |
| Participant deferral / active EE | $2,241 | $2,163+3.6% | $3,144-28.7% | $3,022-25.8% |
| Admin fee / account holder | $182 | $467-60.9% | $4,850-96.2% | $592-69.2% |