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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $6,521 |
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 | $14,874 | $64,612-77.0% | $86,439-82.8% | $64,814-77.1% |
| Participation rate | 93.3% | 81.5%+11.8pp | 80.3%+13.0pp | 71.5%+21.8pp |
| Annual return | 18.34% | 0.66%+17.7pp | 4395.55%-4377.2pp | 32.84%-14.5pp |
| Employer contribution / active EE | $0 | $2,744-100.0% | $3,769-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $9,570 | $7,497+27.6% | $6,952+37.7% | $4,310+122.0% |
| Admin fee / account holder | $15 | $169-91.3% | $6,732-99.8% | $188-92.2% |