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| Provider | Service type | Compensation |
|---|---|---|
QP ADVISORY LLC2 years Service code 26 · EIN 80-0383171 | Advisory (Participants) | $9,000 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $5,437 |
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.
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 | $33,573 | $47,977-30.0% | $154,108-78.2% | $56,289-40.4% |
| Participation rate | 26.2% | 66.2%-40.0pp | 83.0%-56.8pp | 69.9%-43.6pp |
| Annual return | -5.51% | 3.54%-9.0pp | 735.21%-740.7pp | -9.96%+4.5pp |
| Employer contribution / active EE | $215 | $2,169-90.1% | $5,298-95.9% | $2,111-89.8% |
| Participant deferral / active EE | $848 | $2,392-64.6% | $5,081-83.3% | $3,350-74.7% |
| Admin fee / account holder | $221 | $438-49.7% | $13,411-98.4% | $521-57.6% |