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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 | $77,472-45.0% | $100,392-57.6% | $80,935-47.4% |
| Participation rate | 86.2% | 76.9%+9.3pp | 81.5%+4.7pp | 67.7%+18.5pp |
| Annual return | 17.00% | 37.26%-20.3pp | 49.45%-32.5pp | 35.66%-18.7pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $17,816 | $6,818+161.3% | $8,090+120.2% | $4,299+314.4% |
| Admin fee / account holder | $48 | $5,885-99.2% | $7,904-99.4% | $6,924-99.3% |