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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.3 years Service code 14 · EIN 47-4474775 | Plan Administrator | $15,262 |
BENEFIT TRUST COMPANY2 years Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $10,851 |
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 | $35,318 | $90,064-60.8% | $100,415-64.8% | $77,762-54.6% |
| Participation rate | 91.0% | 81.3%+9.7pp | 81.5%+9.5pp | 70.6%+20.4pp |
| Annual return | 23.01% | 20.61%+2.4pp | 49.47%-26.5pp | 31.27%-8.3pp |
| Employer contribution / active EE | $56 | $3,043-98.2% | $3,943-98.6% | $2,728-98.0% |
| Participant deferral / active EE | $11,706 | $8,282+41.3% | $8,091+44.7% | $4,651+151.7% |
| Admin fee / account holder | $39 | $172-77.4% | $7,906-99.5% | $433-91.0% |