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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $11,867 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,225 | $82,163-74.2% | $125,363-83.1% | $64,814-67.3% |
| Participation rate | 92.7% | 77.9%+14.8pp | 82.4%+10.3pp | 71.5%+21.2pp |
| Annual return | -6.14% | 3.49%-9.6pp | 572.15%-578.3pp | 32.84%-39.0pp |
| Employer contribution / active EE | $0 | $3,616-100.0% | $4,815-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $10,064 | $7,175+40.3% | $7,447+35.1% | $4,310+133.5% |
| Admin fee / account holder | $21 | $163-87.4% | $10,005-99.8% | $188-89.0% |