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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Service code 15 · EIN 47-4474775 | Recordkeeping | $5,817 |
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 | $55,306 | $93,598-40.9% | $135,974-59.3% | $75,173-26.4% |
| Participation rate | 97.4% | 75.2%+22.2pp | 81.9%+15.5pp | 67.2%+30.2pp |
| Annual return | 26.09% | 30.89%-4.8pp | 68.30%-42.2pp | 160.72%-134.6pp |
| Employer contribution / active EE | $5,464 | $3,538+54.4% | $4,859+12.5% | $2,671+104.6% |
| Participant deferral / active EE | $8,977 | $6,405+40.1% | $7,760+15.7% | $4,126+117.5% |
| Admin fee / account holder | $52 | $6,978-99.2% | $10,767-99.5% | $5,651-99.1% |