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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.2 years Service code 14 · EIN 47-4474775 | Plan Administrator | $8,442 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,866 | $55,446-87.6% | $155,574-95.6% | $74,429-90.8% |
| Participation rate | 93.0% | 61.9%+31.1pp | 78.2%+14.8pp | 67.2%+25.8pp |
| Annual return | 14.89% | 269.20%-254.3pp | 64.87%-50.0pp | 1368.38%-1353.5pp |
| Employer contribution / active EE | $1,092 | $2,266-51.8% | $4,676-76.6% | $2,625-58.4% |
| Participant deferral / active EE | $1,880 | $2,836-33.7% | $5,629-66.6% | $4,348-56.8% |
| Admin fee / account holder | $23 | $1,743-98.7% | $15,914-99.9% | $1,944-98.8% |