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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.2 years Service code 14 · EIN 47-4474775 | Plan Administrator | $9,231 |
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 | $23,513 | $102,385-77.0% | $147,080-84.0% | $80,935-70.9% |
| Participation rate | 79.5% | 75.9%+3.7pp | 82.2%-2.6pp | 67.7%+11.9pp |
| Annual return | 15.73% | 135.09%-119.4pp | 420.17%-404.4pp | 35.66%-19.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $14,097 | $6,651+112.0% | $8,066+74.8% | $4,299+227.9% |
| Admin fee / account holder | $54 | $7,951-99.3% | $12,989-99.6% | $6,924-99.2% |