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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $9,984 |
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $8,208 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,088 | $45,109-24.4% | $85,240-60.0% | $77,762-56.2% |
| Participation rate | 88.5% | 48.7%+39.9pp | 67.5%+21.0pp | 70.6%+18.0pp |
| Annual return | 50.55% | 79.55%-29.0pp | 66.75%-16.2pp | 31.27%+19.3pp |
| Employer contribution / active EE | $6 | $1,602-99.6% | $2,735-99.8% | $2,728-99.8% |
| Participant deferral / active EE | $11,575 | $2,814+311.4% | $4,527+155.7% | $4,651+148.9% |
| Admin fee / account holder | $23 | $915-97.5% | $6,165-99.6% | $433-94.7% |