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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $27,085 |
Filed as: QUINTES ADMINISTRATIVE AND INSURANC Service code 49 | Other Services | $9,096 |
Filed as: QUINTES FINANCIAL SERVICES, LLC Service code 49 · EIN 20-4319325 | Other Services | $0 |
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 | $50,792 | $55,423-8.4% | $155,602-67.4% | $74,400-31.7% |
| Participation rate | 75.0% | 61.9%+13.1pp | 78.2%-3.2pp | 67.2%+7.8pp |
| Annual return | 15.53% | 269.07%-253.5pp | 64.81%-49.3pp | 1367.51%-1352.0pp |
| Employer contribution / active EE | $1,567 | $2,266-30.8% | $4,675-66.5% | $2,624-40.3% |
| Participant deferral / active EE | $5,101 | $2,835+79.9% | $5,629-9.4% | $4,348+17.3% |
| Admin fee / account holder | $228 | $1,744-86.9% | $15,923-98.6% | $1,944-88.3% |