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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $20,299 |
Filed as: QUINTES ADMINISTRATIVE AND INSURANC Service code 49 | Other Services | $6,920 |
Filed as: QUINTES FINANCIAL SERVICES, LLC Service code 49 · EIN 20-4319325 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,312 | $61,338-24.5% | $149,717-69.1% | $71,495-35.2% |
| Participation rate | 76.1% | 62.5%+13.6pp | 78.8%-2.6pp | 67.9%+8.2pp |
| Annual return | 21.13% | 35.86%-14.7pp | 134.41%-113.3pp | 28.85%-7.7pp |
| Employer contribution / active EE | $1,661 | $2,381-30.3% | $4,820-65.5% | $2,589-35.9% |
| Participant deferral / active EE | $5,366 | $2,919+83.8% | $5,682-5.6% | $4,291+25.1% |
| Admin fee / account holder | $314 | $1,263-75.1% | $13,213-97.6% | $1,588-80.2% |