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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $6,649 |
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 | $16,467 | $87,125-81.1% | $108,410-84.8% | $86,813-81.0% |
| Participation rate | 89.7% | 80.5%+9.2pp | 80.1%+9.6pp | 72.3%+17.4pp |
| Annual return | 103.15% | 25.21%+77.9pp | 905.34%-802.2pp | 97.93%+5.2pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $3,558-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $6,618 | $6,944-4.7% | $6,562+0.8% | $4,131+60.2% |
| Admin fee / account holder | $11 | $130-91.5% | $7,296-99.8% | $170-93.5% |