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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 | $101,653-77.4% | $147,080-84.4% | $74,459-69.2% |
| Participation rate | 91.0% | 75.6%+15.4pp | 82.2%+8.8pp | 67.2%+23.7pp |
| Annual return | 19.87% | 8754.98%-8735.1pp | 420.17%-400.3pp | 1369.70%-1349.8pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $8,538 | $7,304+16.9% | $8,066+5.8% | $4,350+96.3% |
| Admin fee / account holder | $35 | $1,752-98.0% | $12,989-99.7% | $1,945-98.2% |