Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Filed as: GUIDELINE, LLC Service code 15 · EIN 47-4474775 | Recordkeeping | $7,522 |
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $6,163 |
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 | $58,228 | $102,382-43.1% | $147,005-60.4% | $80,874-28.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.82% | 134.89%-119.1pp | 418.76%-402.9pp | 35.62%-19.8pp |
| Employer contribution / active EE | $6,852 | $3,715+84.4% | $4,934+38.9% | $2,756+148.6% |
| Participant deferral / active EE | $15,451 | $6,646+132.5% | $8,070+91.5% | $4,297+259.6% |
| Admin fee / account holder | $57 | $7,942-99.3% | $13,006-99.6% | $6,935-99.2% |