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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 (securities); Custodial (ot... | $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 | $77,523-24.4% | $100,383-41.6% | $80,874-27.5% |
| Participation rate | 97.8% | 77.0%+20.8pp | 81.5%+16.3pp | 67.6%+30.2pp |
| Annual return | 30.23% | 37.21%-7.0pp | 49.26%-19.0pp | 35.62%-5.4pp |
| Employer contribution / active EE | $5,288 | $2,801+88.7% | $3,944+34.1% | $2,756+91.9% |
| Participant deferral / active EE | $14,952 | $6,822+119.2% | $8,086+84.9% | $4,297+248.0% |
| Admin fee / account holder | $53 | $5,899-99.1% | $7,900-99.3% | $6,935-99.2% |