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| Provider | Service type | Compensation |
|---|---|---|
Filed as: QUINTES FINANCIAL SERVICES LLC Service code 99 | Other Fees | $9,608 |
Service code 99 | Other Fees | $9,014 |
Service code 15 · EIN 71-0294708 | Recordkeeping | $8,571 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 47-1411118 | Other Fees | $0 |
Filed as: QUINTES FINANCIAL SERVICES Service code 99 · EIN 35-2584032 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,720 | $71,142+3.6% | $119,622-38.4% | $64,819+13.7% |
| Participation rate | 60.8% | 78.6%-17.8pp | 79.3%-18.5pp | 71.5%-10.7pp |
| Annual return | -17.02% | -10.01%-7.0pp | -14.98%-2.0pp | 32.84%-49.9pp |
| Employer contribution / active EE | $1,919 | $2,497-23.2% | $4,232-54.7% | $2,507-23.5% |
| Participant deferral / active EE | $5,095 | $4,490+13.5% | $5,601-9.0% | $4,311+18.2% |
| Admin fee / account holder | $42 | $162-74.2% | $10,328-99.6% | $188-77.7% |