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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 | $43,496+35.4% | $161,489-63.5% | $64,340-8.5% |
| Participation rate | 68.4% | 53.5%+14.8pp | 78.7%-10.3pp | 55.2%+13.1pp |
| Annual return | 13.07% | 20.76%-7.7pp | 89.72%-76.6pp | 24.14%-11.1pp |
| Employer contribution / active EE | $2,806 | $1,431+96.1% | $4,268-34.3% | $1,862+50.7% |
| Participant deferral / active EE | $3,536 | $1,996+77.1% | $5,630-37.2% | $2,980+18.6% |
| Admin fee / account holder | $238 | $2,330-89.8% | $16,006-98.5% | $3,703-93.6% |