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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 | $101,672-69.3% | $147,117-78.8% | $74,478-58.1% |
| Participation rate | 98.1% | 75.5%+22.6pp | 82.2%+15.9pp | 67.2%+30.9pp |
| Annual return | 23.13% | 8757.83%-8734.7pp | 420.54%-397.4pp | 1370.56%-1347.4pp |
| Employer contribution / active EE | $5,297 | $3,813+38.9% | $4,932+7.4% | $2,626+101.7% |
| Participant deferral / active EE | $14,226 | $7,305+94.8% | $8,065+76.4% | $4,350+227.0% |
| Admin fee / account holder | $34 | $1,753-98.1% | $12,993-99.7% | $1,946-98.3% |