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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.3 years Service code 15 · EIN 47-4474775 | Recordkeeping | $29,599 |
BENEFIT TRUST COMPANY3 years Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $23,434 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,190 | $90,064-64.3% | $100,392-67.9% | $77,736-58.6% |
| Participation rate | 81.6% | 81.3%+0.3pp | 81.5%+0.1pp | 70.6%+11.0pp |
| Annual return | 26.96% | 20.61%+6.4pp | 49.45%-22.5pp | 31.26%-4.3pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $3,941-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $11,774 | $8,282+42.2% | $8,090+45.5% | $4,651+153.2% |
| Admin fee / account holder | $30 | $172-82.6% | $7,904-99.6% | $433-93.1% |