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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.3 years Service code 14 · EIN 47-4474775 | Plan Administrator | $11,046 |
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.
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 | $19,069 | $77,523-75.4% | $100,383-81.0% | $80,874-76.4% |
| Participation rate | 94.7% | 77.0%+17.8pp | 81.5%+13.2pp | 67.6%+27.1pp |
| Annual return | 12.69% | 37.21%-24.5pp | 49.26%-36.6pp | 35.62%-22.9pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,944-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $11,044 | $6,822+61.9% | $8,086+36.6% | $4,297+157.0% |
| Admin fee / account holder | $60 | $5,899-99.0% | $7,900-99.2% | $6,935-99.1% |