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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $8,652 |
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).
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 | $10,325 | $82,163-87.4% | $125,381-91.8% | $64,819-84.1% |
| Participation rate | 90.7% | 77.9%+12.9pp | 82.4%+8.4pp | 71.5%+19.3pp |
| Annual return | 57.22% | 3.49%+53.7pp | 572.31%-515.1pp | 32.84%+24.4pp |
| Employer contribution / active EE | $4,552 | $3,616+25.9% | $4,815-5.5% | $2,507+81.6% |
| Participant deferral / active EE | $6,223 | $7,175-13.3% | $7,448-16.4% | $4,311+44.3% |
| Admin fee / account holder | $7 | $163-95.7% | $10,007-99.9% | $188-96.2% |