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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.2 years Service code 14 · EIN 47-4474775 | Plan Administrator | $19,172 |
BENEFIT TRUST COMPANY2 years Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $8,072 |
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 | $19,954 | $79,003-74.7% | $100,398-80.1% | $74,400-73.2% |
| Participation rate | 94.2% | 79.5%+14.7pp | 81.5%+12.7pp | 67.2%+27.0pp |
| Annual return | 25.23% | 20.62%+4.6pp | 49.32%-24.1pp | 1367.51%-1342.3pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,946-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $12,301 | $7,752+58.7% | $8,084+52.2% | $4,348+182.9% |
| Admin fee / account holder | $38 | $1,331-97.1% | $7,893-99.5% | $1,944-98.0% |