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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.2 years Service code 14 · EIN 47-4474775 | Plan Administrator | $7,098 |
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (other than securities); Cu... | $5,950 |
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 | $58,626 | $77,460-24.3% | $100,378-41.6% | $80,925-27.6% |
| Participation rate | 97.8% | 76.9%+20.9pp | 81.5%+16.3pp | 67.7%+30.1pp |
| Annual return | 30.23% | 37.24%-7.0pp | 49.41%-19.2pp | 35.65%-5.4pp |
| Employer contribution / active EE | $5,288 | $2,801+88.8% | $3,942+34.1% | $2,756+91.8% |
| Participant deferral / active EE | $14,952 | $6,818+119.3% | $8,087+84.9% | $4,299+247.8% |
| Admin fee / account holder | $53 | $5,887-99.1% | $7,899-99.3% | $6,940-99.2% |