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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.2 years Service code 14 · EIN 47-4474775 | Plan Administrator | $8,065 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,807 | $91,424-63.0% | $135,942-75.1% | $71,495-52.7% |
| Participation rate | 86.2% | 75.7%+10.5pp | 81.9%+4.2pp | 67.9%+18.2pp |
| Annual return | 18.99% | 29.90%-10.9pp | 68.28%-49.3pp | 28.85%-9.9pp |
| Employer contribution / active EE | $61 | $3,704-98.3% | $4,858-98.7% | $2,589-97.6% |
| Participant deferral / active EE | $8,863 | $7,092+25.0% | $7,759+14.2% | $4,291+106.6% |
| Admin fee / account holder | $42 | $1,266-96.7% | $10,764-99.6% | $1,588-97.3% |