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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $20,638 |
BENEFIT TRUST COMPANY2 years Service code 18 · EIN 43-1971558 | Custodial (other than securities); Cu... | $9,194 |
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 | $25,386 | $95,388-73.4% | $125,381-79.8% | $77,906-67.4% |
| Participation rate | 87.7% | 78.6%+9.1pp | 82.4%+5.3pp | 73.7%+14.0pp |
| Annual return | -0.35% | 116.19%-116.5pp | 572.31%-572.7pp | 12.16%-12.5pp |
| Employer contribution / active EE | $0 | $3,666-100.0% | $4,815-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $8,971 | $7,711+16.3% | $7,448+20.5% | $4,805+86.7% |
| Admin fee / account holder | $19 | $119-84.2% | $10,007-99.8% | $133-85.9% |