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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.2 years Service code 14 · EIN 47-4474775 | Plan Administrator | $10,762 |
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 | $22,255 | $84,493-73.7% | $125,381-82.2% | $66,938-66.8% |
| Participation rate | 84.2% | 76.4%+7.8pp | 82.4%+1.8pp | 69.8%+14.4pp |
| Annual return | -4.56% | -8.49%+3.9pp | 572.31%-576.9pp | 1.58%-6.1pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $12,542 | $6,783+84.9% | $7,448+68.4% | $4,238+195.9% |
| Admin fee / account holder | $26 | $685-96.3% | $10,007-99.7% | $594-95.7% |