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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $6,808 |
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 | $28,560 | $104,482-72.7% | $159,455-82.1% | $79,393-64.0% |
| Participation rate | 81.3% | 76.6%+4.7pp | 82.8%-1.5pp | 70.7%+10.6pp |
| Annual return | 22.65% | 67.96%-45.3pp | 263.63%-241.0pp | 116.87%-94.2pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $4,830-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $8,478 | $6,467+31.1% | $7,353+15.3% | $4,046+109.6% |
| Admin fee / account holder | $22 | $711-97.0% | $10,800-99.8% | $627-96.6% |