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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $5,798 |
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.
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 | $15,534 | $82,163-81.1% | $125,363-87.6% | $64,814-76.0% |
| Participation rate | 90.7% | 77.9%+12.8pp | 82.4%+8.3pp | 71.5%+19.2pp |
| Annual return | 4.92% | 3.49%+1.4pp | 572.15%-567.2pp | 32.84%-27.9pp |
| Employer contribution / active EE | $0 | $3,616-100.0% | $4,815-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $7,374 | $7,175+2.8% | $7,447-1.0% | $4,310+71.1% |
| Admin fee / account holder | $11 | $163-93.0% | $10,005-99.9% | $188-93.9% |