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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.2 years Service code 14 · EIN 47-4474775 | Plan Administrator | $6,145 |
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (other than securities); Cu... | $6,079 |
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 | $34,792 | $101,653-65.8% | $147,080-76.3% | $74,459-53.3% |
| Participation rate | 89.7% | 75.6%+14.2pp | 82.2%+7.6pp | 67.2%+22.5pp |
| Annual return | 44.13% | 8754.98%-8710.8pp | 420.17%-376.0pp | 1369.70%-1325.6pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $11,479 | $7,304+57.2% | $8,066+42.3% | $4,350+163.9% |
| Admin fee / account holder | $69 | $1,752-96.1% | $12,989-99.5% | $1,945-96.4% |