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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 | $101,591-59.4% | $147,096-72.0% | $74,429-44.6% |
| Participation rate | 90.0% | 75.5%+14.5pp | 82.2%+7.8pp | 67.2%+22.8pp |
| Annual return | 18.31% | 8746.45%-8728.1pp | 419.75%-401.4pp | 1368.38%-1350.1pp |
| Employer contribution / active EE | $85 | $3,813-97.8% | $4,936-98.3% | $2,625-96.8% |
| Participant deferral / active EE | $9,192 | $7,302+25.9% | $8,071+13.9% | $4,348+111.4% |
| Admin fee / account holder | $47 | $1,750-97.3% | $13,005-99.6% | $1,944-97.6% |