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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $5,993 |
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $5,881 |
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.
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 | $31,690 | $79,169-60.0% | $100,415-68.4% | $74,478-57.5% |
| Participation rate | 89.1% | 79.4%+9.7pp | 81.5%+7.6pp | 67.2%+21.9pp |
| Annual return | 27.96% | 20.51%+7.4pp | 49.47%-21.5pp | 1370.56%-1342.6pp |
| Employer contribution / active EE | $0 | $3,017-100.0% | $3,943-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $9,014 | $7,751+16.3% | $8,091+11.4% | $4,350+107.2% |
| Admin fee / account holder | $26 | $1,337-98.1% | $7,906-99.7% | $1,946-98.7% |