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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Filed as: GUIDELINE, LLC Service code 14 · EIN 47-4474775 | Plan Administrator | $5,054 |
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 | $34,838 | $101,539-65.7% | $147,041-76.3% | $74,400-53.2% |
| Participation rate | 96.2% | 75.5%+20.7pp | 82.2%+14.0pp | 67.2%+29.0pp |
| Annual return | 15.84% | 8740.84%-8725.0pp | 419.21%-403.4pp | 1367.51%-1351.7pp |
| Employer contribution / active EE | $3,554 | $3,811-6.7% | $4,935-28.0% | $2,624+35.4% |
| Participant deferral / active EE | $6,996 | $7,304-4.2% | $8,071-13.3% | $4,348+60.9% |
| Admin fee / account holder | $37 | $1,749-97.9% | $13,006-99.7% | $1,944-98.1% |