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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 | $101,653-81.5% | $147,080-87.2% | $74,459-74.8% |
| Participation rate | 85.4% | 75.6%+9.8pp | 82.2%+3.2pp | 67.2%+18.1pp |
| Annual return | 23.78% | 8754.98%-8731.2pp | 420.17%-396.4pp | 1369.70%-1345.9pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $6,093 | $7,304-16.6% | $8,066-24.5% | $4,350+40.1% |
| Admin fee / account holder | $33 | $1,752-98.1% | $12,989-99.7% | $1,945-98.3% |