Filed August 24, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: QUINTES ADMINISTRATIVE & INSURANCE Service code 49 1961 MAIN STREET · WATSONVILLE, CA 95076 | Other Services | $28,628 |
Filed as: QUINTES FINANCIAL SERVICES LLC Service code 99 · EIN 35-2584032 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,067 | $56,540-23.8% | $185,851-76.8% | $86,821-50.4% |
| Participation rate | 33.0% | 65.5%-32.5pp | 81.7%-48.7pp | 72.3%-39.3pp |
| Annual return | 79.28% | 118.20%-38.9pp | 122.11%-42.8pp | 97.94%-18.7pp |
| Employer contribution / active EE | $3 | $1,844-99.9% | $5,168-100.0% | $2,406-99.9% |
| Participant deferral / active EE | $2,263 | $2,555-11.5% | $5,569-59.4% | $4,132-45.2% |
| Admin fee / account holder | $219 | $150+46.4% | $16,245-98.7% | $170+29.2% |