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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Filed as: GUIDELINE, LLC Service code 14 · EIN 47-4474775 | Plan Administrator | $6,869 |
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $5,656 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,946 | $77,472-17.5% | $100,392-36.3% | $80,935-21.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 16.50% | 37.26%-20.8pp | 49.45%-32.9pp | 35.66%-19.2pp |
| Employer contribution / active EE | $7,493 | $2,800+167.6% | $3,941+90.1% | $2,757+171.8% |
| Participant deferral / active EE | $16,298 | $6,818+139.0% | $8,090+101.5% | $4,299+279.1% |
| Admin fee / account holder | $62 | $5,885-98.9% | $7,904-99.2% | $6,924-99.1% |