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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.2 years Service code 15 · EIN 47-4474775 | Recordkeeping | $12,233 |
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $7,740 |
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 | $20,758 | $50,860-59.2% | $155,574-86.7% | $77,714-73.3% |
| Participation rate | 90.9% | 63.1%+27.8pp | 78.2%+12.7pp | 70.6%+20.3pp |
| Annual return | 40.76% | 34.86%+5.9pp | 64.87%-24.1pp | 31.26%+9.5pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,676-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $9,718 | $2,825+244.0% | $5,629+72.6% | $4,649+109.0% |
| Admin fee / account holder | $18 | $436-95.8% | $15,914-99.9% | $433-95.8% |