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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 | $45,031-24.3% | $85,009-59.9% | $77,671-56.1% |
| Participation rate | 88.5% | 48.7%+39.9pp | 67.5%+21.0pp | 70.6%+18.0pp |
| Annual return | 50.55% | 79.22%-28.7pp | 66.47%-15.9pp | 31.21%+19.3pp |
| Employer contribution / active EE | $6 | $1,609-99.6% | $2,728-99.8% | $2,726-99.8% |
| Participant deferral / active EE | $11,575 | $2,807+312.3% | $4,522+156.0% | $4,648+149.0% |
| Admin fee / account holder | $23 | $912-97.5% | $6,153-99.6% | $430-94.7% |