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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $6,506 |
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 | $5,197 | $79,223-93.4% | $102,460-94.9% | $74,478-93.0% |
| Participation rate | 89.8% | 74.8%+15.0pp | 76.5%+13.3pp | 67.2%+22.5pp |
| Annual return | 19.39% | 54.98%-35.6pp | 29.47%-10.1pp | 1370.56%-1351.2pp |
| Employer contribution / active EE | $0 | $2,363-100.0% | $3,025-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,205 | $4,417-27.4% | $5,056-36.6% | $4,350-26.3% |
| Admin fee / account holder | $18 | $2,003-99.1% | $9,460-99.8% | $1,946-99.1% |