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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $7,768 |
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 | $3,949 | $59,105-93.3% | $159,991-97.5% | $66,930-94.1% |
| Participation rate | 95.9% | 68.1%+27.8pp | 78.0%+17.9pp | 69.8%+26.1pp |
| Annual return | -16.23% | -12.26%-4.0pp | 408.82%-425.1pp | 1.57%-17.8pp |
| Employer contribution / active EE | $0 | $1,983-100.0% | $4,225-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $7,932 | $4,395+80.5% | $6,183+28.3% | $4,238+87.2% |
| Admin fee / account holder | $10 | $591-98.2% | $8,715-99.9% | $593-98.2% |