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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $6,231 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,834 | $65,575-85.0% | $86,209-88.6% | $75,181-86.9% |
| Participation rate | 78.2% | 60.5%+17.7pp | 69.0%+9.2pp | 67.2%+11.0pp |
| Annual return | 17.60% | 46.07%-28.5pp | 1169.05%-1151.5pp | 160.69%-143.1pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,504 | $3,023+49.0% | $3,986+13.0% | $4,126+9.2% |
| Admin fee / account holder | $45 | $5,470-99.2% | $6,853-99.3% | $5,650-99.2% |