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| Provider | Service type | Compensation |
|---|---|---|
QBI, LLC1 year Filed as: QBI LLC Service code 13 21031 VENTURA BLVD 12TH FLOOR · WOODLAND HILLS, CA 91364 | Contract Administrator | $18,185 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 DBA BUKATY COMPANIES · LEAWOOD, KS 66211 | Advisory (Plan) | $11,514 |
Filed as: IFP ADVISORS INC Service code 99 3030 N ROCKY POINT DR W · TAMPA, FL 33607 | Other Fees | $865 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $782 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $21,380 | $62,928-66.0% | $172,755-87.6% | $67,579-68.4% |
| Participation rate | 59.2% | 64.5%-5.2pp | 82.6%-23.4pp | 71.3%-12.0pp |
| Annual return | 17.07% | 30.36%-13.3pp | 802.94%-785.9pp | 378.56%-361.5pp |
| Employer contribution / active EE | $2,844 | $1,636+73.8% | $5,144-44.7% | $2,148+32.4% |
| Participant deferral / active EE | $1,669 | $2,145-22.2% | $5,198-67.9% | $3,539-52.8% |
| Admin fee / account holder | $42 | $167-74.8% | $13,955-99.7% | $142-70.5% |