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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.2 years Service code 14 · EIN 47-4474775 | Plan Administrator | $5,477 |
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 | $18,793 | $101,591-81.5% | $147,096-87.2% | $74,429-74.8% |
| Participation rate | 85.4% | 75.5%+9.8pp | 82.2%+3.2pp | 67.2%+18.2pp |
| Annual return | 23.78% | 8746.45%-8722.7pp | 419.75%-396.0pp | 1368.38%-1344.6pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $6,093 | $7,302-16.6% | $8,071-24.5% | $4,348+40.1% |
| Admin fee / account holder | $33 | $1,750-98.1% | $13,005-99.8% | $1,944-98.3% |