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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.2 years Service code 15 · EIN 47-4474775 | Recordkeeping | $11,035 |
BENEFIT TRUST COMPANY2 years Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $9,896 |
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 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 | $34,912 | $129,227-73.0% | $184,260-81.1% | $77,736-55.1% |
| Participation rate | 91.2% | 87.4%+3.8pp | 86.8%+4.4pp | 70.6%+20.6pp |
| Annual return | 33.65% | 33.24%+0.4pp | 28.84%+4.8pp | 31.26%+2.4pp |
| Employer contribution / active EE | $0 | $4,412-100.0% | $6,427-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $13,268 | $7,307+81.6% | $9,133+45.3% | $4,651+185.3% |
| Admin fee / account holder | $31 | $256-87.7% | $13,898-99.8% | $433-92.7% |