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| Provider | Service type | Compensation |
|---|---|---|
QUAYLE CO. SECURITIES9+ years Service code 27 · EIN 38-2776937 | Advisory (Plan) | $37,183 |
Service code 10 · EIN 34-1316056 25000 CENTER RIDGE RD 8 · WESTLAKE, OH 44145 | Accounting | $15,030 |
Filed as: FUSCO GALLAGHER & PORCARO LLP Service code 29 · EIN 20-0467468 | Legal | $2,330 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $2,278 | $53,344-95.7% | $121,204-98.1% | $74,460-96.9% |
| Participation rate | 100.0% | 60.0%+40.0pp | 69.5%+30.5pp | 70.7%+29.3pp |
| Annual return | 9.15% | 35.15%-26.0pp | 987.18%-978.0pp | 34.38%-25.2pp |
| Employer contribution / active EE | $1,356 | $1,898-28.5% | $4,170-67.5% | $2,638-48.6% |
| Participant deferral / active EE | $0 | $3,220-100.0% | $4,083-100.0% | $4,530-100.0% |
| Admin fee / account holder | $33 | $382-91.4% | $5,651-99.4% | $348-90.5% |