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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,378 | $58,778-96.0% | $129,207-98.2% | $77,643-96.9% |
| Participation rate | 100.0% | 59.2%+40.8pp | 69.6%+30.4pp | 70.6%+29.4pp |
| Annual return | 12.25% | 24.73%-12.5pp | 9417.33%-9405.1pp | 31.24%-19.0pp |
| Employer contribution / active EE | $886 | $1,952-54.6% | $4,153-78.7% | $2,726-67.5% |
| Participant deferral / active EE | $0 | $3,212-100.0% | $4,168-100.0% | $4,647-100.0% |
| Admin fee / account holder | $35 | $589-94.0% | $7,715-99.5% | $430-91.8% |