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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1+ years Service code 15 · EIN 47-4474775 | Recordkeeping | $5,341 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,519 | $102,429-68.3% | $147,096-77.9% | $80,925-59.8% |
| Participation rate | 87.5% | 75.9%+11.6pp | 82.2%+5.3pp | 67.7%+19.8pp |
| Annual return | 0.00% | 135.02%-135.0pp | 419.75%-419.7pp | 35.65%-35.6pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $16,465 | $6,649+147.7% | $8,071+104.0% | $4,299+283.0% |
| Admin fee / account holder | $43 | $7,957-99.5% | $13,005-99.7% | $6,940-99.4% |