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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.2 years Service code 14 · EIN 47-4474775 | Plan Administrator | $6,661 |
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $5,097 |
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 | $42,401 | $101,499-58.2% | $147,005-71.2% | $74,546-43.1% |
| Participation rate | 92.6% | 75.5%+17.1pp | 82.2%+10.5pp | 67.2%+25.4pp |
| Annual return | 36.41% | 8732.34%-8695.9pp | 418.76%-382.4pp | 1366.03%-1329.6pp |
| Employer contribution / active EE | $3,158 | $3,811-17.1% | $4,934-36.0% | $2,624+20.3% |
| Participant deferral / active EE | $12,005 | $7,304+64.4% | $8,070+48.8% | $4,347+176.1% |
| Admin fee / account holder | $39 | $1,748-97.8% | $13,006-99.7% | $1,944-98.0% |