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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $26 |
QBI, LLC2 years Service code 13 114 PACIFICA · IRVINE, CA 92618 | Contract Administrator | $2 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,815 | $66,650-40.3% | $92,915-57.1% | $67,582-41.1% |
| Participation rate | 8.7% | 72.5%-63.9pp | 76.0%-67.4pp | 71.3%-62.6pp |
| Annual return | 26.71% | 92.64%-65.9pp | 109.45%-82.7pp | 378.57%-351.9pp |
| Employer contribution / active EE | $0 | $2,777-100.0% | $3,653-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $337 | $3,160-89.3% | $4,238-92.1% | $3,539-90.5% |
| Admin fee / account holder | $210 | $199+5.5% | $5,796-96.4% | $142+47.6% |