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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $5,455 |
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 | $59,431 | $138,347-57.0% | $184,203-67.7% | $80,856-26.5% |
| Participation rate | 93.2% | 83.9%+9.3pp | 86.8%+6.3pp | 67.6%+25.5pp |
| Annual return | 24.64% | 20.02%+4.6pp | 28.81%-4.2pp | 35.59%-11.0pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $14,379 | $7,071+103.4% | $9,131+57.5% | $4,296+234.7% |
| Admin fee / account holder | $56 | $10,483-99.5% | $13,901-99.6% | $6,918-99.2% |