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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.2 years Service code 14 · EIN 47-4474775 | Plan Administrator | $17,635 |
BENEFIT TRUST COMPANY2 years Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $10,750 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,654 | $108,942-30.6% | $100,415-24.7% | $145,897-48.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 8.29% | 58.27%-50.0pp | 49.47%-41.2pp | 552.29%-544.0pp |
| Employer contribution / active EE | $1,123,530 | $4,422+25308.1% | $3,943+28394.8% | $4,663+23996.6% |
| Participant deferral / active EE | $1,648,253 | $8,461+19380.5% | $8,091+20271.0% | $6,689+24540.2% |
| Admin fee / account holder | $99 | $9,702-99.0% | $7,906-98.7% | $13,390-99.3% |