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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $14,844 |
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 | $23,824 | $91,424-73.9% | $135,942-82.5% | $71,495-66.7% |
| Participation rate | 97.3% | 75.7%+21.7pp | 81.9%+15.4pp | 67.9%+29.4pp |
| Annual return | 31.08% | 29.90%+1.2pp | 68.28%-37.2pp | 28.85%+2.2pp |
| Employer contribution / active EE | $943 | $3,704-74.5% | $4,858-80.6% | $2,589-63.6% |
| Participant deferral / active EE | $9,631 | $7,092+35.8% | $7,759+24.1% | $4,291+124.5% |
| Admin fee / account holder | $92 | $1,266-92.7% | $10,764-99.1% | $1,588-94.2% |