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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.3 years Service code 14 · EIN 47-4474775 | Plan Administrator | $8,253 |
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (other than securities); Cu... | $5,795 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,201 | $101,672-59.5% | $147,117-72.0% | $74,478-44.7% |
| Participation rate | 90.0% | 75.5%+14.5pp | 82.2%+7.8pp | 67.2%+22.8pp |
| Annual return | 18.31% | 8757.83%-8739.5pp | 420.54%-402.2pp | 1370.56%-1352.3pp |
| Employer contribution / active EE | $85 | $3,813-97.8% | $4,932-98.3% | $2,626-96.8% |
| Participant deferral / active EE | $9,192 | $7,305+25.8% | $8,065+14.0% | $4,350+111.3% |
| Admin fee / account holder | $47 | $1,753-97.3% | $12,993-99.6% | $1,946-97.6% |