Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Filed as: GUIDELINE, LLC Service code 14 · EIN 47-4474775 | Plan Administrator | $15,025 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $3,379 | $28,956-88.3% | $71,755-95.3% | $64,819-94.8% |
| Participation rate | 60.3% | 65.2%-4.9pp | 62.3%-2.0pp | 71.5%-11.2pp |
| Annual return | 1.59% | -7.39%+9.0pp | 9.09%-7.5pp | 32.84%-31.3pp |
| Employer contribution / active EE | $584 | $1,159-49.6% | $1,704-65.7% | $2,507-76.7% |
| Participant deferral / active EE | $1,570 | $2,686-41.6% | $2,656-40.9% | $4,311-63.6% |
| Admin fee / account holder | $19 | $124-85.1% | $3,972-99.5% | $188-90.1% |