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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.2 years Service code 14 · EIN 47-4474775 | Plan Administrator | $7,507 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,397 | $54,245-90.1% | $93,727-94.2% | $77,762-93.1% |
| Participation rate | 79.0% | 63.9%+15.1pp | 68.7%+10.3pp | 70.6%+8.4pp |
| Annual return | 16.05% | 30.58%-14.5pp | 133.83%-117.8pp | 31.27%-15.2pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,421-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $2,679 | $3,144-14.8% | $4,417-39.4% | $4,651-42.4% |
| Admin fee / account holder | $21 | $575-96.3% | $8,292-99.7% | $433-95.1% |