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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $7,209 |
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 | $7,947 | $65,083-87.8% | $143,788-94.5% | $66,930-88.1% |
| Participation rate | 92.2% | 65.2%+27.0pp | 80.3%+11.9pp | 69.8%+22.4pp |
| Annual return | -12.56% | -11.13%-1.4pp | -0.03%-12.5pp | 1.57%-14.1pp |
| Employer contribution / active EE | $1,217 | $2,361-48.4% | $4,952-75.4% | $2,545-52.2% |
| Participant deferral / active EE | $2,368 | $2,920-18.9% | $5,638-58.0% | $4,238-44.1% |
| Admin fee / account holder | $40 | $502-92.1% | $14,675-99.7% | $593-93.3% |