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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Service code 15 · EIN 47-4474775 | Recordkeeping | $5,069 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,069 | $102,553-84.3% | $151,611-89.4% | $66,914-76.0% |
| Participation rate | 94.7% | 85.5%+9.2pp | 87.5%+7.2pp | 69.8%+24.9pp |
| Annual return | -2.98% | -10.82%+7.8pp | 3.33%-6.3pp | 1.58%-4.6pp |
| Employer contribution / active EE | $0 | $4,180-100.0% | $6,166-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $9,948 | $6,641+49.8% | $8,363+18.9% | $4,237+134.8% |
| Admin fee / account holder | $16 | $630-97.5% | $11,616-99.9% | $593-97.3% |