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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $38,056 |
Filed as: QUINTES ADMIN AND INSURANCE SVCS Service code 49 · EIN 20-4319325 | Other Services | $9,815 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,204 | $80,748+3.0% | $102,383-18.7% | $74,429+11.8% |
| Participation rate | 82.2% | 65.7%+16.5pp | 74.5%+7.7pp | 67.2%+14.9pp |
| Annual return | 18.95% | 27.57%-8.6pp | 24.94%-6.0pp | 1368.38%-1349.4pp |
| Employer contribution / active EE | $2,557 | $3,159-19.1% | $3,870-33.9% | $2,625-2.6% |
| Participant deferral / active EE | $5,854 | $3,861+51.6% | $5,060+15.7% | $4,348+34.6% |
| Admin fee / account holder | $35 | $2,371-98.5% | $8,391-99.6% | $1,944-98.2% |