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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-0472300 | Contract Administrator | $28,784 |
QBI, LLC1 year Service code 15 · EIN 26-2768667 | Recordkeeping | $6,150 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,374 |
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 | $28,674 | $36,694-21.9% | $40,145,923-99.9% | $55,167-48.0% |
| Participation rate | 86.7% | 57.2%+29.5pp | 68.4%+18.3pp | 69.0%+17.7pp |
| Annual return | 7.25% | 10.16%-2.9pp | 5.24%+2.0pp | 169.23%-162.0pp |
| Employer contribution / active EE | $1,029 | $1,135-9.3% | $1,844-44.2% | $1,963-47.6% |
| Participant deferral / active EE | $2,597 | $1,679+54.6% | $2,591+0.2% | $3,054-15.0% |
| Admin fee / account holder | $183 | $175+4.5% | $2,903-93.7% | $504-63.6% |