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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $23,923 |
Filed as: QUINTES ADM. AND INSURANCE Service code 49 · EIN 20-4319325 1961 MAIN ST #151 · WATSONVILLE, CA 95076 | Other Services | $10,055 |
Filed as: VOYA RETIREMENT INSU AND ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,332 |
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 | $58,883 | $43,749+34.6% | $158,223-62.8% | $65,306-9.8% |
| Participation rate | 68.4% | 56.9%+11.5pp | 79.2%-10.8pp | 57.7%+10.7pp |
| Annual return | 13.07% | 19.41%-6.3pp | 52.09%-39.0pp | 21.94%-8.9pp |
| Employer contribution / active EE | $2,806 | $1,497+87.4% | $4,109-31.7% | $1,967+42.6% |
| Participant deferral / active EE | $3,536 | $2,019+75.1% | $5,467-35.3% | $2,959+19.5% |
| Admin fee / account holder | $238 | $1,930-87.7% | $16,047-98.5% | $3,480-93.2% |