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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.2 years Service code 14 · EIN 47-4474775 | Plan Administrator | $6,621 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,118 | $101,672-70.4% | $147,117-79.5% | $74,478-59.6% |
| Participation rate | 89.7% | 75.5%+14.1pp | 82.2%+7.5pp | 67.2%+22.4pp |
| Annual return | 19.43% | 8757.83%-8738.4pp | 420.54%-401.1pp | 1370.56%-1351.1pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $8,765 | $7,305+20.0% | $8,065+8.7% | $4,350+101.5% |
| Admin fee / account holder | $40 | $1,753-97.7% | $12,993-99.7% | $1,946-97.9% |