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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $6,438 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,832 | $77,503-58.9% | $100,391-68.3% | $80,856-60.6% |
| Participation rate | 85.2% | 76.9%+8.2pp | 81.5%+3.7pp | 67.6%+17.5pp |
| Annual return | 23.77% | 37.20%-13.4pp | 49.20%-25.4pp | 35.59%-11.8pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $16,880 | $6,820+147.5% | $8,082+108.9% | $4,296+292.9% |
| Admin fee / account holder | $48 | $5,897-99.2% | $7,899-99.4% | $6,918-99.3% |