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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $5,250 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,314 | $102,317-69.4% | $146,958-78.7% | $80,856-61.3% |
| Participation rate | 90.8% | 75.8%+15.0pp | 82.2%+8.6pp | 67.6%+23.2pp |
| Annual return | 23.83% | 134.76%-110.9pp | 418.34%-394.5pp | 35.59%-11.8pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $8,777 | $6,644+32.1% | $8,070+8.8% | $4,296+104.3% |
| Admin fee / account holder | $42 | $7,941-99.5% | $12,998-99.7% | $6,918-99.4% |