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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.3 years Service code 14 · EIN 47-4474775 | Plan Administrator | $15,956 |
BENEFIT TRUST COMPANY2 years Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $14,935 |
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.
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 | $39,020 | $90,064-56.7% | $100,415-61.1% | $77,762-49.8% |
| Participation rate | 93.1% | 81.3%+11.8pp | 81.5%+11.6pp | 70.6%+22.5pp |
| Annual return | 23.36% | 20.61%+2.7pp | 49.47%-26.1pp | 31.27%-7.9pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $3,943-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $12,593 | $8,282+52.1% | $8,091+55.6% | $4,651+170.8% |
| Admin fee / account holder | $34 | $172-80.4% | $7,906-99.6% | $433-92.2% |