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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $6,207 |
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 | $32,854 | $101,653-67.7% | $147,080-77.7% | $74,459-55.9% |
| Participation rate | 91.1% | 75.6%+15.5pp | 82.2%+8.9pp | 67.2%+23.9pp |
| Annual return | 22.90% | 8754.98%-8732.1pp | 420.17%-397.3pp | 1369.70%-1346.8pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $11,562 | $7,304+58.3% | $8,066+43.3% | $4,350+165.8% |
| Admin fee / account holder | $41 | $1,752-97.7% | $12,989-99.7% | $1,945-97.9% |