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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $10,033 |
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (other than securities); Cu... | $6,872 |
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 | $16,337 | $84,000-80.6% | $119,608-86.3% | $77,906-79.0% |
| Participation rate | 87.3% | 77.8%+9.5pp | 79.3%+8.0pp | 73.7%+13.6pp |
| Annual return | 34.42% | -11.59%+46.0pp | -14.98%+49.4pp | 12.16%+22.3pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,232-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $7,829 | $4,705+66.4% | $5,601+39.8% | $4,805+62.9% |
| Admin fee / account holder | $8 | $116-93.2% | $10,326-99.9% | $133-94.1% |