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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $5,732 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $31,231 | $101,499-69.2% | $147,005-78.8% | $74,546-58.1% |
| Participation rate | 98.1% | 75.5%+22.6pp | 82.2%+16.0pp | 67.2%+30.9pp |
| Annual return | 23.13% | 8732.34%-8709.2pp | 418.76%-395.6pp | 1366.03%-1342.9pp |
| Employer contribution / active EE | $5,297 | $3,811+39.0% | $4,934+7.3% | $2,624+101.8% |
| Participant deferral / active EE | $14,226 | $7,304+94.8% | $8,070+76.3% | $4,347+227.2% |
| Admin fee / account holder | $34 | $1,748-98.1% | $13,006-99.7% | $1,944-98.3% |