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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 | $102,393-77.0% | $147,041-84.0% | $80,911-70.9% |
| Participation rate | 79.5% | 75.9%+3.7pp | 82.2%-2.6pp | 67.6%+11.9pp |
| Annual return | 15.73% | 134.95%-119.2pp | 419.21%-403.5pp | 35.63%-19.9pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $14,097 | $6,647+112.1% | $8,071+74.7% | $4,297+228.0% |
| Admin fee / account holder | $54 | $7,943-99.3% | $13,006-99.6% | $6,935-99.2% |