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| Provider | Service type | Compensation |
|---|---|---|
QBI, LLC1+ years Service code 13 21021 VENTURA BLVD., SUITE 100 · WOODLAND HILLS, CA 93065 | Contract Administrator | $0 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS Service code 52 131 SOUTH RODEO DRIVE, SUITE 300 · BEVERLY HILLS, CA 90212 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,229 | $60,165-69.7% | $74,184-75.4% | $55,167-67.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 7.13% | 10.00%-2.9pp | 17.74%-10.6pp | 169.23%-162.1pp |
| Employer contribution / active EE | $2,459 | $1,600+53.7% | $2,370+3.8% | $1,963+25.3% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $90 | $419-78.6% | $5,586-98.4% | $504-82.2% |