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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Service code 15 · EIN 47-4474775 | Recordkeeping | $6,950 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $65,457 | $148,582-55.9% | $135,942-51.8% | $139,456-53.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.87% | 79.26%-62.4pp | 68.28%-51.4pp | 373.45%-356.6pp |
| Employer contribution / active EE | $389 | $5,245-92.6% | $4,858-92.0% | $4,753-91.8% |
| Participant deferral / active EE | $20,962 | $8,101+158.7% | $7,759+170.2% | $6,711+212.3% |
| Admin fee / account holder | $109 | $12,402-99.1% | $10,764-99.0% | $11,407-99.0% |