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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $5,139 |
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 | $36,890 | $91,439-59.7% | $135,974-72.9% | $71,511-48.4% |
| Participation rate | 90.8% | 75.7%+15.2pp | 81.9%+8.9pp | 67.9%+22.9pp |
| Annual return | 44.32% | 29.90%+14.4pp | 68.30%-24.0pp | 28.86%+15.5pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $12,559 | $7,093+77.1% | $7,760+61.8% | $4,291+192.7% |
| Admin fee / account holder | $33 | $1,267-97.4% | $10,767-99.7% | $1,588-98.0% |