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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 | $50,902-82.3% | $155,534-94.2% | $77,736-88.4% |
| Participation rate | 93.1% | 63.1%+30.0pp | 78.2%+14.8pp | 70.6%+22.5pp |
| Annual return | 30.09% | 34.85%-4.8pp | 64.92%-34.8pp | 31.26%-1.2pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $2,947 | $2,824+4.4% | $5,630-47.7% | $4,651-36.6% |
| Admin fee / account holder | $12 | $437-97.3% | $15,900-99.9% | $433-97.3% |