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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $5,647 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,197 | $55,472-96.0% | $155,567-98.6% | $74,546-97.1% |
| Participation rate | 89.1% | 61.9%+27.2pp | 78.2%+10.9pp | 67.2%+21.9pp |
| Annual return | 15.23% | 268.72%-253.5pp | 64.74%-49.5pp | 1366.03%-1350.8pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,071 | $2,838-62.3% | $5,628-81.0% | $4,347-75.4% |
| Admin fee / account holder | $16 | $1,743-99.1% | $15,916-99.9% | $1,944-99.2% |