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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $8,165 |
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $8,086 |
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 | $38,439 | $89,465-57.0% | $164,866-76.7% | $77,671-50.5% |
| Participation rate | 87.3% | 78.6%+8.7pp | 78.6%+8.7pp | 70.6%+16.7pp |
| Annual return | 43.00% | 28.81%+14.2pp | 69.97%-27.0pp | 31.21%+11.8pp |
| Employer contribution / active EE | $0 | $2,568-100.0% | $4,343-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $13,688 | $4,897+179.5% | $6,033+126.9% | $4,648+194.5% |
| Admin fee / account holder | $31 | $340-90.9% | $12,689-99.8% | $430-92.8% |