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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.2 years Service code 14 · EIN 47-4474775 | Plan Administrator | $9,390 |
BENEFIT TRUST COMPANY2 years Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $8,816 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,621 | $102,422+5.1% | $147,117-26.8% | $80,959+32.9% |
| Participation rate | 98.8% | 75.9%+22.9pp | 82.2%+16.6pp | 67.7%+31.1pp |
| Annual return | 16.40% | 135.16%-118.8pp | 420.54%-404.1pp | 35.67%-19.3pp |
| Employer contribution / active EE | $5,237 | $3,717+40.9% | $4,932+6.2% | $2,757+90.0% |
| Participant deferral / active EE | $13,500 | $6,652+102.9% | $8,065+67.4% | $4,300+213.9% |
| Admin fee / account holder | $91 | $7,953-98.9% | $12,993-99.3% | $6,925-98.7% |