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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $16,312 |
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $6,539 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,289 | $89,282-81.8% | $94,646-82.8% | $74,419-78.1% |
| Participation rate | 88.4% | 82.4%+5.9pp | 80.8%+7.5pp | 70.7%+17.6pp |
| Annual return | 39.78% | 25.96%+13.8pp | 156.71%-116.9pp | 34.38%+5.4pp |
| Employer contribution / active EE | $0 | $3,022-100.0% | $3,672-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $7,057 | $8,425-16.2% | $7,418-4.9% | $4,528+55.8% |
| Admin fee / account holder | $26 | $219-88.1% | $7,231-99.6% | $348-92.5% |