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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.3 years Service code 15 · EIN 47-4474775 | Recordkeeping | $11,976 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,040 | $49,896-97.9% | $80,627-98.7% | $75,173-98.6% |
| Participation rate | 46.6% | 55.3%-8.7pp | 67.0%-20.4pp | 67.2%-20.6pp |
| Annual return | 16.06% | 34.67%-18.6pp | 936.76%-920.7pp | 160.72%-144.7pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,065 | $2,992-31.0% | $4,443-53.5% | $4,126-50.0% |
| Admin fee / account holder | $21 | $3,578-99.4% | $5,381-99.6% | $5,651-99.6% |