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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 | $101,591-67.7% | $147,096-77.7% | $74,429-55.9% |
| Participation rate | 91.1% | 75.5%+15.6pp | 82.2%+8.9pp | 67.2%+23.9pp |
| Annual return | 22.90% | 8746.45%-8723.6pp | 419.75%-396.8pp | 1368.38%-1345.5pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $11,562 | $7,302+58.3% | $8,071+43.3% | $4,348+165.9% |
| Admin fee / account holder | $41 | $1,750-97.7% | $13,005-99.7% | $1,944-97.9% |