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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 (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 | $102,422-43.1% | $147,117-60.4% | $80,959-28.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.82% | 135.16%-119.3pp | 420.54%-404.7pp | 35.67%-19.8pp |
| Employer contribution / active EE | $6,852 | $3,717+84.3% | $4,932+38.9% | $2,757+148.5% |
| Participant deferral / active EE | $15,451 | $6,652+132.3% | $8,065+91.6% | $4,300+259.3% |
| Admin fee / account holder | $57 | $7,953-99.3% | $12,993-99.6% | $6,925-99.2% |