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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $5,476 |
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 | $11,880 | $50,902-76.7% | $155,534-92.4% | $77,736-84.7% |
| Participation rate | 95.4% | 63.1%+32.3pp | 78.2%+17.1pp | 70.6%+24.8pp |
| Annual return | 43.36% | 34.85%+8.5pp | 64.92%-21.6pp | 31.26%+12.1pp |
| Employer contribution / active EE | $2,164 | $1,991+8.7% | $4,675-53.7% | $2,728-20.7% |
| Participant deferral / active EE | $3,671 | $2,824+30.0% | $5,630-34.8% | $4,651-21.1% |
| Admin fee / account holder | $16 | $437-96.3% | $15,900-99.9% | $433-96.2% |