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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.2 years Service code 14 · EIN 47-4474775 | Plan Administrator | $37,524 |
BENEFIT TRUST COMPANY3 years Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $28,899 |
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).
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 | $31,513 | $107,415-70.7% | $135,942-76.8% | $80,149-60.7% |
| Participation rate | 78.0% | 78.0%-0.1pp | 81.9%-3.9pp | 72.9%+5.0pp |
| Annual return | 62.83% | 91.99%-29.2pp | 68.28%-5.4pp | 40.39%+22.4pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,858-100.0% | $2,977-100.0% |
| Participant deferral / active EE | $7,830 | $8,189-4.4% | $7,759+0.9% | $5,015+56.1% |
| Admin fee / account holder | $19 | $127-84.7% | $10,764-99.8% | $145-86.6% |