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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $32,996 |
QP ADVISORY LLC9+ years Service code 27 · EIN 80-0383171 | Advisory (Plan) | $25,000 |
Filed as: ROORDA PIQUET & BESSEE INC Service code 10 3550 VINE ST · RIVERSIDE, CA 92507 | Accounting | $10,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,994 | $130,194+2.9% | $169,993-21.2% | $71,457+87.5% |
| Participation rate | 80.4% | 86.1%-5.8pp | 87.0%-6.6pp | 67.9%+12.4pp |
| Annual return | 14.46% | 20.37%-5.9pp | 53.37%-38.9pp | 28.85%-14.4pp |
| Employer contribution / active EE | $1,850 | $4,381-57.8% | $6,785-72.7% | $2,588-28.5% |
| Participant deferral / active EE | $5,023 | $6,923-27.4% | $10,408-51.7% | $4,289+17.1% |
| Admin fee / account holder | $232 | $966-76.0% | $12,815-98.2% | $1,587-85.4% |