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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $8,294 |
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $7,958 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,781 | $79,089+18.6% | $100,392-6.6% | $74,459+25.9% |
| Participation rate | 99.0% | 79.4%+19.6pp | 81.5%+17.5pp | 67.2%+31.8pp |
| Annual return | 19.28% | 20.61%-1.3pp | 49.45%-30.2pp | 1369.70%-1350.4pp |
| Employer contribution / active EE | $2,552 | $3,015-15.4% | $3,941-35.2% | $2,626-2.8% |
| Participant deferral / active EE | $11,367 | $7,747+46.7% | $8,090+40.5% | $4,350+161.3% |
| Admin fee / account holder | $124 | $1,336-90.7% | $7,904-98.4% | $1,945-93.6% |