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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $6,280 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,185 | $34,634-67.7% | $77,100-85.5% | $64,824-82.7% |
| Participation rate | 91.0% | 49.8%+41.2pp | 67.9%+23.1pp | 71.5%+19.6pp |
| Annual return | 13.45% | -5.31%+18.8pp | 42.35%-28.9pp | 32.84%-19.4pp |
| Employer contribution / active EE | $0 | $1,385-100.0% | $2,815-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $5,150 | $2,553+101.7% | $4,430+16.3% | $4,311+19.5% |
| Admin fee / account holder | $9 | $178-94.7% | $5,443-99.8% | $188-95.0% |