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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.2 years Service code 14 · EIN 47-4474775 | Plan Administrator | $19,188 |
BENEFIT TRUST COMPANY2 years Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $9,995 |
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.
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 | $18,022 | $90,064-80.0% | $100,415-82.1% | $77,762-76.8% |
| Participation rate | 88.5% | 81.3%+7.2pp | 81.5%+7.0pp | 70.6%+17.9pp |
| Annual return | 18.64% | 20.61%-2.0pp | 49.47%-30.8pp | 31.27%-12.6pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $3,943-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $6,955 | $8,282-16.0% | $8,091-14.0% | $4,651+49.5% |
| Admin fee / account holder | $28 | $172-83.9% | $7,906-99.6% | $433-93.6% |