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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.2 years Service code 14 · EIN 47-4474775 | Plan Administrator | $7,258 |
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $5,138 |
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 | $30,678 | $79,089-61.2% | $100,392-69.4% | $74,459-58.8% |
| Participation rate | 90.2% | 79.4%+10.8pp | 81.5%+8.7pp | 67.2%+23.0pp |
| Annual return | 20.33% | 20.61%-0.3pp | 49.45%-29.1pp | 1369.70%-1349.4pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,941-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $8,260 | $7,747+6.6% | $8,090+2.1% | $4,350+89.9% |
| Admin fee / account holder | $35 | $1,336-97.4% | $7,904-99.6% | $1,945-98.2% |