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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (other than securities); Cu... | $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% | $165,100-76.7% | $77,762-50.6% |
| Participation rate | 87.3% | 78.6%+8.6pp | 78.6%+8.6pp | 70.6%+16.7pp |
| Annual return | 43.00% | 28.86%+14.1pp | 70.21%-27.2pp | 31.27%+11.7pp |
| Employer contribution / active EE | $0 | $2,565-100.0% | $4,348-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $13,688 | $4,904+179.1% | $6,035+126.8% | $4,651+194.3% |
| Admin fee / account holder | $31 | $340-90.9% | $12,696-99.8% | $433-92.9% |