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| Provider | Service type | Compensation |
|---|---|---|
QBI, LLC1 year Service code 13 21031 VENTURA BLVD., 12TH FLOOR · WOODLAND HILLS, CA 91364 | Contract Administrator | $1,500 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $282 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,480 | $44,873-76.6% | $79,467-86.8% | $56,289-81.4% |
| Participation rate | 63.2% | 68.7%-5.5pp | 73.3%-10.1pp | 69.9%-6.7pp |
| Annual return | -9.48% | 0.81%-10.3pp | 718.30%-727.8pp | -9.96%+0.5pp |
| Employer contribution / active EE | $550 | $2,140-74.3% | $2,800-80.3% | $2,111-73.9% |
| Participant deferral / active EE | $1,583 | $2,746-42.4% | $3,704-57.3% | $3,350-52.8% |
| Admin fee / account holder | $40 | $418-90.5% | $5,104-99.2% | $521-92.3% |