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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 | $59,006-62.6% | $97,295-77.3% | $74,478-70.3% |
| Participation rate | 96.4% | 63.7%+32.7pp | 72.7%+23.7pp | 67.2%+29.2pp |
| Annual return | 20.75% | 16.04%+4.7pp | 75.62%-54.9pp | 1370.56%-1349.8pp |
| Employer contribution / active EE | $1,705 | $1,894-10.0% | $2,723-37.4% | $2,626-35.1% |
| Participant deferral / active EE | $4,928 | $3,671+34.3% | $4,264+15.6% | $4,350+13.3% |
| Admin fee / account holder | $35 | $1,974-98.2% | $5,646-99.4% | $1,946-98.2% |