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| Provider | Service type | Compensation |
|---|---|---|
QBI, LLC1+ years Filed as: QBI,LLC Service code 13 | Contract Administrator | $10,270 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,237 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $80 |
QBI, LLC1+ years Service code 13 · EIN 26-2768667 21021 VENTURA BLVD. · WOODLAND HILLS, CA 91364 | Contract Administrator | $0 |
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 | $51,883 | $50,464+2.8% | $75,784-31.5% | $52,331-0.9% |
| Participation rate | 99.4% | 66.8%+32.7pp | 75.8%+23.6pp | 68.1%+31.3pp |
| Annual return | -1.51% | 1.03%-2.5pp | 9.68%-11.2pp | 4.54%-6.1pp |
| Employer contribution / active EE | $1,612 | $1,988-18.9% | $3,323-51.5% | $1,882-14.3% |
| Participant deferral / active EE | $4,635 | $2,570+80.3% | $3,652+26.9% | $3,022+53.4% |
| Admin fee / account holder | $12 | $1,103-98.9% | $5,300-99.8% | $592-97.9% |