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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.3 years Service code 14 · EIN 47-4474775 | Plan Administrator | $16,093 |
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (other than securities); Cu... | $7,902 |
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 | $35,717 | $91,439-60.9% | $135,974-73.7% | $71,511-50.1% |
| Participation rate | 85.8% | 75.7%+10.1pp | 81.9%+3.9pp | 67.9%+17.9pp |
| Annual return | 29.50% | 29.90%-0.4pp | 68.30%-38.8pp | 28.86%+0.6pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $15,219 | $7,093+114.6% | $7,760+96.1% | $4,291+254.7% |
| Admin fee / account holder | $47 | $1,267-96.3% | $10,767-99.6% | $1,588-97.1% |