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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $11,309 |
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $5,061 |
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 | $11,210 | $89,282-87.4% | $94,664-88.2% | $74,460-84.9% |
| Participation rate | 94.2% | 82.4%+11.8pp | 80.8%+13.4pp | 70.7%+23.4pp |
| Annual return | 46.71% | 25.96%+20.8pp | 156.84%-110.1pp | 34.38%+12.3pp |
| Employer contribution / active EE | $0 | $3,022-100.0% | $3,673-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $9,518 | $8,425+13.0% | $7,417+28.3% | $4,530+110.1% |
| Admin fee / account holder | $16 | $219-92.7% | $7,222-99.8% | $348-95.4% |