Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.2 years Service code 14 · EIN 47-4474775 | Plan Administrator | $10,200 |
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $6,923 |
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 | $31,412 | $101,653-69.1% | $147,080-78.6% | $74,459-57.8% |
| Participation rate | 91.7% | 75.6%+16.2pp | 82.2%+9.6pp | 67.2%+24.5pp |
| Annual return | 26.14% | 8754.98%-8728.8pp | 420.17%-394.0pp | 1369.70%-1343.6pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $10,650 | $7,304+45.8% | $8,066+32.0% | $4,350+144.9% |
| Admin fee / account holder | $37 | $1,752-97.9% | $12,989-99.7% | $1,945-98.1% |