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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.2 years Service code 14 · EIN 47-4474775 | Plan Administrator | $6,987 |
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (other than securities); Cu... | $6,130 |
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 | $37,591 | $77,460-51.5% | $100,378-62.6% | $80,925-53.5% |
| Participation rate | 80.0% | 76.9%+3.1pp | 81.5%-1.5pp | 67.7%+12.3pp |
| Annual return | 14.04% | 37.24%-23.2pp | 49.41%-35.4pp | 35.65%-21.6pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $23,078 | $6,818+238.5% | $8,087+185.4% | $4,299+436.9% |
| Admin fee / account holder | $60 | $5,887-99.0% | $7,899-99.2% | $6,940-99.1% |