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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.4 years Service code 14 · EIN 47-4474775 | Plan Administrator | $7,465 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,093 | $58,923-62.5% | $97,167-77.3% | $74,546-70.4% |
| Participation rate | 96.4% | 63.6%+32.8pp | 72.7%+23.7pp | 67.2%+29.2pp |
| Annual return | 20.75% | 16.04%+4.7pp | 75.27%-54.5pp | 1366.03%-1345.3pp |
| Employer contribution / active EE | $1,705 | $1,894-10.0% | $2,729-37.5% | $2,624-35.0% |
| Participant deferral / active EE | $4,928 | $3,664+34.5% | $4,264+15.6% | $4,347+13.4% |
| Admin fee / account holder | $35 | $1,974-98.2% | $5,650-99.4% | $1,944-98.2% |