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| Provider | Service type | Compensation |
|---|---|---|
QUAYLE CO. SECURITIES7+ years Service code 27 · EIN 38-2776937 | Advisory (Plan) | $39,132 |
Service code 10 · EIN 34-1316056 25000 CENTER RIDGE RD #8 · WESTLAKE, OH 44145 | Accounting | $12,175 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,368 | $62,943-96.2% | $142,898-98.3% | $93,010-97.5% |
| Participation rate | 100.0% | 63.3%+36.7pp | 72.0%+28.0pp | 73.9%+26.1pp |
| Annual return | 9.48% | 16.28%-6.8pp | 5639.64%-5630.2pp | 158.70%-149.2pp |
| Employer contribution / active EE | $382 | $1,374-72.2% | $4,146-90.8% | $2,705-85.9% |
| Participant deferral / active EE | $0 | $2,841-100.0% | $3,838-100.0% | $4,561-100.0% |
| Admin fee / account holder | $23 | $103-77.8% | $6,560-99.7% | $152-84.9% |