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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.2 years Service code 14 · EIN 47-4474775 | Plan Administrator | $10,911 |
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (other than securities); Cu... | $5,668 |
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.
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 | $22,926 | $101,539-77.4% | $147,041-84.4% | $74,400-69.2% |
| Participation rate | 91.0% | 75.5%+15.4pp | 82.2%+8.8pp | 67.2%+23.7pp |
| Annual return | 19.87% | 8740.84%-8721.0pp | 419.21%-399.3pp | 1367.51%-1347.6pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,935-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $8,538 | $7,304+16.9% | $8,071+5.8% | $4,348+96.4% |
| Admin fee / account holder | $35 | $1,749-98.0% | $13,006-99.7% | $1,944-98.2% |