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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $7,499 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,988 | $50,860-82.3% | $155,574-94.2% | $77,714-88.4% |
| Participation rate | 93.1% | 63.1%+29.9pp | 78.2%+14.8pp | 70.6%+22.5pp |
| Annual return | 30.09% | 34.86%-4.8pp | 64.87%-34.8pp | 31.26%-1.2pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,676-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $2,947 | $2,825+4.3% | $5,629-47.6% | $4,649-36.6% |
| Admin fee / account holder | $12 | $436-97.3% | $15,914-99.9% | $433-97.3% |