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| 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 (other than securities); Cu... | $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 | $102,429-43.2% | $147,096-60.4% | $80,925-28.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.82% | 135.02%-119.2pp | 419.75%-403.9pp | 35.65%-19.8pp |
| Employer contribution / active EE | $6,852 | $3,716+84.4% | $4,936+38.8% | $2,756+148.6% |
| Participant deferral / active EE | $15,451 | $6,649+132.4% | $8,071+91.4% | $4,299+259.4% |
| Admin fee / account holder | $57 | $7,957-99.3% | $13,005-99.6% | $6,940-99.2% |