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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Filed as: GUIDELINE, LLC Service code 14 · EIN 47-4474775 | Plan Administrator | $6,112 |
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 appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,127 | $102,429-84.3% | $147,096-89.0% | $80,925-80.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.88% | 135.02%-119.1pp | 419.75%-403.9pp | 35.65%-19.8pp |
| Employer contribution / active EE | $2,036 | $3,716-45.2% | $4,936-58.8% | $2,756-26.1% |
| Participant deferral / active EE | $14,504 | $6,649+118.1% | $8,071+79.7% | $4,299+237.4% |
| Admin fee / account holder | $29 | $7,957-99.6% | $13,005-99.8% | $6,940-99.6% |