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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $37,057 |
Filed as: QUINTES ADMIN AND INSURANCE SVCS Service code 49 · EIN 20-4319325 | Other Services | $14,328 |
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 | $89,065 | $76,696+16.1% | $96,538-7.7% | $71,529+24.5% |
| Participation rate | 73.8% | 66.6%+7.2pp | 74.3%-0.6pp | 67.9%+5.9pp |
| Annual return | 250.54% | 48.32%+202.2pp | 35.74%+214.8pp | 28.97%+221.6pp |
| Employer contribution / active EE | $2,792 | $3,032-7.9% | $3,740-25.4% | $2,590+7.8% |
| Participant deferral / active EE | $6,078 | $3,770+61.2% | $4,880+24.5% | $4,291+41.6% |
| Admin fee / account holder | $108 | $2,030-94.7% | $6,737-98.4% | $1,588-93.2% |