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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.2 years Service code 15 · EIN 47-4474775 | Recordkeeping | $5,873 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,639 | $70,684-42.5% | $169,390-76.0% | $75,173-45.9% |
| Participation rate | 89.7% | 64.8%+24.9pp | 77.2%+12.5pp | 67.2%+22.5pp |
| Annual return | 19.83% | 36.38%-16.6pp | 406.07%-386.2pp | 160.72%-140.9pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $14,851 | $4,310+244.6% | $6,222+138.7% | $4,126+259.9% |
| Admin fee / account holder | $88 | $5,404-98.4% | $9,015-99.0% | $5,651-98.4% |