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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $6,444 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $12,811 | $59,105-78.3% | $160,009-92.0% | $66,938-80.9% |
| Participation rate | 89.0% | 68.1%+20.9pp | 78.0%+11.0pp | 69.8%+19.2pp |
| Annual return | -4.53% | -12.26%+7.7pp | 408.85%-413.4pp | 1.58%-6.1pp |
| Employer contribution / active EE | $0 | $1,983-100.0% | $4,225-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $10,381 | $4,395+136.2% | $6,183+67.9% | $4,238+144.9% |
| Admin fee / account holder | $12 | $591-98.0% | $8,715-99.9% | $594-98.0% |