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| Provider | Service type | Compensation |
|---|---|---|
QUAYLE CO. SECURITIES10+ years Service code 27 · EIN 38-2776937 | Advisory (Plan) | $41,551 |
Service code 10 · EIN 34-1316056 25000 CENTER RIDGE RD 8 · WESTLAKE, OH 44145 | Accounting | $18,340 |
Filed as: FUSCO GALLAGHER & PORCARO LLP Service code 29 · EIN 20-0467468 | Legal | $3,980 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,378 | $58,969-96.0% | $129,406-98.2% | $77,762-96.9% |
| Participation rate | 100.0% | 59.5%+40.5pp | 69.6%+30.4pp | 70.6%+29.4pp |
| Annual return | 12.25% | 24.78%-12.5pp | 9468.18%-9455.9pp | 31.27%-19.0pp |
| Employer contribution / active EE | $886 | $1,959-54.8% | $4,155-78.7% | $2,728-67.5% |
| Participant deferral / active EE | $0 | $3,224-100.0% | $4,167-100.0% | $4,651-100.0% |
| Admin fee / account holder | $35 | $593-94.1% | $7,689-99.5% | $433-91.9% |