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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.4 years Service code 14 · EIN 47-4474775 | Plan Administrator | $9,549 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $7,834 | $102,385-92.3% | $147,080-94.7% | $80,935-90.3% |
| Participation rate | 65.9% | 75.9%-10.0pp | 82.2%-16.3pp | 67.7%-1.8pp |
| Annual return | 24.26% | 135.09%-110.8pp | 420.17%-395.9pp | 35.66%-11.4pp |
| Employer contribution / active EE | $2 | $3,717-99.9% | $4,933-100.0% | $2,757-99.9% |
| Participant deferral / active EE | $6,076 | $6,651-8.6% | $8,066-24.7% | $4,299+41.3% |
| Admin fee / account holder | $39 | $7,951-99.5% | $12,989-99.7% | $6,924-99.4% |