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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.3 years Service code 14 · EIN 47-4474775 | Plan Administrator | $5,285 |
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 | $19,038 | $73,459-74.1% | $178,528-89.3% | $74,429-74.4% |
| Participation rate | 91.7% | 66.5%+25.1pp | 77.1%+14.6pp | 67.2%+24.5pp |
| Annual return | 15.25% | 17.50%-2.3pp | 27.11%-11.9pp | 1368.38%-1353.1pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,950-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $6,057 | $4,515+34.2% | $6,278-3.5% | $4,348+39.3% |
| Admin fee / account holder | $28 | $1,812-98.4% | $10,419-99.7% | $1,944-98.6% |