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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Service code 15 · EIN 47-4474775 | Recordkeeping | $6,848 |
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (other than securities); Cu... | $5,235 |
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 | $22,366 | $100,272-77.7% | $170,028-86.8% | $74,440-70.0% |
| Participation rate | 87.9% | 87.4%+0.5pp | 87.0%+0.8pp | 70.7%+17.1pp |
| Annual return | 38.77% | 66.12%-27.4pp | 53.39%-14.6pp | 34.37%+4.4pp |
| Employer contribution / active EE | $0 | $4,266-100.0% | $6,788-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $9,987 | $7,147+39.7% | $10,409-4.1% | $4,529+120.5% |
| Admin fee / account holder | $19 | $235-92.0% | $12,820-99.9% | $348-94.6% |