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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $5,790 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $42,604 | $77,492-45.0% | $100,398-57.6% | $80,911-47.3% |
| Participation rate | 86.2% | 76.9%+9.3pp | 81.5%+4.7pp | 67.6%+18.6pp |
| Annual return | 17.00% | 37.23%-20.2pp | 49.32%-32.3pp | 35.63%-18.6pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,946-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $17,816 | $6,817+161.3% | $8,084+120.4% | $4,297+314.6% |
| Admin fee / account holder | $48 | $5,892-99.2% | $7,893-99.4% | $6,935-99.3% |