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| Provider | Service type | Compensation |
|---|---|---|
QBI, LLC2 years Filed as: QBI LLC Service code 13 21031 VENTURA BLVD 12TH FLOOR · WOODLAND HILLS, CA 91364 | Contract Administrator | $21,682 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 DBA BUKATY COMPANIES · LEAWOOD, KS 66211 | Advisory (Plan) | $15,096 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,569 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,589 |
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 | $25,013 | $52,293-52.2% | $178,499-86.0% | $73,412-65.9% |
| Participation rate | 69.2% | 65.3%+3.9pp | 81.9%-12.7pp | 72.2%-3.0pp |
| Annual return | 15.62% | 34.75%-19.1pp | 151.10%-135.5pp | 59.30%-43.7pp |
| Employer contribution / active EE | $3,132 | $1,735+80.5% | $5,011-37.5% | $2,234+40.2% |
| Participant deferral / active EE | $1,659 | $2,332-28.8% | $5,202-68.1% | $3,806-56.4% |
| Admin fee / account holder | $58 | $127-54.6% | $13,986-99.6% | $158-63.4% |