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| Provider | Service type | Compensation |
|---|---|---|
QBI, LLC2+ years Service code 13 21021 VENTURA BLVD., SUITE 100 · WOODLAND HILLS, CA 93065 | Contract Administrator | $0 |
UBS FINANCIAL SERVICES INC2+ 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $21,102 | $69,305-69.6% | $82,312-74.4% | $69,631-69.7% |
| Participation rate | 85.2% | 80.3%+4.9pp | 76.9%+8.3pp | 70.7%+14.5pp |
| Annual return | 16.24% | 21.47%-5.2pp | 25.88%-9.6pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $1,667 | $1,887-11.7% | $2,428-31.4% | $2,032-18.0% |
| Participant deferral / active EE | $0 | $3,568-100.0% | $3,706-100.0% | $3,224-100.0% |
| Admin fee / account holder | $89 | $97-8.4% | $5,608-98.4% | $110-19.4% |