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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $5,440 |
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 | $35,190 | $101,672-65.4% | $147,117-76.1% | $74,478-52.8% |
| Participation rate | 87.1% | 75.5%+11.6pp | 82.2%+4.9pp | 67.2%+19.9pp |
| Annual return | 29.85% | 8757.83%-8728.0pp | 420.54%-390.7pp | 1370.56%-1340.7pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $12,279 | $7,305+68.1% | $8,065+52.3% | $4,350+182.3% |
| Admin fee / account holder | $31 | $1,753-98.2% | $12,993-99.8% | $1,946-98.4% |