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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $33,247 |
Filed as: QUINTES ADMIN AND INSURANCE SVCS Service code 49 | Other Services | $6,725 |
QUINTES ADM. AND INSURANCE3 years Filed as: QUINTES ADMIN AND INSURANCE SVC Service code 49 · EIN 20-4319325 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,878 | $82,978+13.1% | $129,995-27.8% | $71,457+31.4% |
| Participation rate | 69.4% | 74.1%-4.7pp | 78.5%-9.1pp | 67.9%+1.5pp |
| Annual return | 12.09% | 20.60%-8.5pp | -137.18%+149.3pp | 28.85%-16.8pp |
| Employer contribution / active EE | $2,239 | $2,622-14.6% | $4,320-48.2% | $2,588-13.5% |
| Participant deferral / active EE | $3,733 | $4,432-15.8% | $5,820-35.9% | $4,289-13.0% |
| Admin fee / account holder | $375 | $1,729-78.3% | $10,614-96.5% | $1,587-76.4% |