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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $5,642 |
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 | $35,486 | $122,063-70.9% | $184,256-80.7% | $74,478-52.4% |
| Participation rate | 96.6% | 85.5%+11.1pp | 86.8%+9.7pp | 67.2%+29.3pp |
| Annual return | 17.11% | 19.92%-2.8pp | 28.85%-11.7pp | 1370.56%-1353.5pp |
| Employer contribution / active EE | $0 | $4,539-100.0% | $6,427-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $12,906 | $7,144+80.6% | $9,133+41.3% | $4,350+196.7% |
| Admin fee / account holder | $39 | $1,253-96.9% | $13,899-99.7% | $1,946-98.0% |