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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $6,025 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,852 | $73,638-60.8% | $108,410-73.4% | $79,393-63.7% |
| Participation rate | 94.5% | 77.4%+17.1pp | 80.1%+14.3pp | 70.7%+23.8pp |
| Annual return | 22.61% | 33.27%-10.7pp | 905.34%-882.7pp | 116.87%-94.3pp |
| Employer contribution / active EE | $124 | $2,397-94.8% | $3,558-96.5% | $2,428-94.9% |
| Participant deferral / active EE | $10,320 | $6,218+66.0% | $6,562+57.3% | $4,046+155.1% |
| Admin fee / account holder | $27 | $638-95.8% | $7,296-99.6% | $627-95.8% |