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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Filed as: GUIDELINE, LLC Service code 15 · EIN 47-4474775 | Recordkeeping | $6,329 |
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $5,155 |
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 | $39,948 | $24,811+61.0% | $69,701-42.7% | $74,546-46.4% |
| Participation rate | 78.4% | 63.5%+14.9pp | 66.4%+12.0pp | 67.2%+11.2pp |
| Annual return | 24.26% | 18.53%+5.7pp | 100.32%-76.1pp | 1366.03%-1341.8pp |
| Employer contribution / active EE | $0 | $1,003-100.0% | $1,713-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $8,855 | $1,904+365.0% | $2,887+206.7% | $4,347+103.7% |
| Admin fee / account holder | $39 | $1,898-97.9% | $4,717-99.2% | $1,944-98.0% |