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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.3 years Service code 15 · EIN 47-4474775 | Recordkeeping | $19,805 |
BENEFIT TRUST COMPANY2 years Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $18,217 |
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.
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 | $31,452 | $90,064-65.1% | $100,415-68.7% | $77,762-59.6% |
| Participation rate | 86.5% | 81.3%+5.2pp | 81.5%+4.9pp | 70.6%+15.9pp |
| Annual return | 27.73% | 20.61%+7.1pp | 49.47%-21.7pp | 31.27%-3.5pp |
| Employer contribution / active EE | $1 | $3,043-100.0% | $3,943-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $8,931 | $8,282+7.8% | $8,091+10.4% | $4,651+92.0% |
| Admin fee / account holder | $28 | $172-84.0% | $7,906-99.7% | $433-93.6% |