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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $9,943 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $775 | $48,327-98.4% | $67,575-98.9% | $80,935-99.0% |
| Participation rate | 68.8% | 66.4%+2.3pp | 72.9%-4.2pp | 67.7%+1.1pp |
| Annual return | 28.52% | 18.31%+10.2pp | 3528.98%-3500.5pp | 35.66%-7.1pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,533 | $2,927+157.3% | $4,003+88.2% | $4,299+75.2% |
| Admin fee / account holder | $15 | $3,692-99.6% | $3,993-99.6% | $6,924-99.8% |