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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $12,171 |
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $7,105 |
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 | $42,701 | $106,230-59.8% | $147,080-71.0% | $77,736-45.1% |
| Participation rate | 89.3% | 78.4%+10.9pp | 82.2%+7.1pp | 70.6%+18.7pp |
| Annual return | 156.57% | 56.91%+99.7pp | 420.17%-263.6pp | 31.26%+125.3pp |
| Employer contribution / active EE | $7,314 | $4,072+79.6% | $4,933+48.3% | $2,728+168.1% |
| Participant deferral / active EE | $12,355 | $8,001+54.4% | $8,066+53.2% | $4,651+165.7% |
| Admin fee / account holder | $19 | $338-94.3% | $12,989-99.9% | $433-95.5% |