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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $5,446 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,856 | $93,598-73.4% | $135,974-81.7% | $75,173-66.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 28.45% | 30.89%-2.4pp | 68.30%-39.9pp | 160.72%-132.3pp |
| Employer contribution / active EE | $3,397 | $3,538-4.0% | $4,859-30.1% | $2,671+27.2% |
| Participant deferral / active EE | $11,563 | $6,405+80.5% | $7,760+49.0% | $4,126+180.2% |
| Admin fee / account holder | $34 | $6,978-99.5% | $10,767-99.7% | $5,651-99.4% |