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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 (other than securities); Cu... | $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 | $108,912-30.5% | $100,383-24.6% | $145,959-48.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 8.29% | 57.96%-49.7pp | 49.26%-41.0pp | 561.95%-553.7pp |
| Employer contribution / active EE | $1,123,530 | $4,423+25303.8% | $3,944+28389.0% | $4,661+24006.0% |
| Participant deferral / active EE | $1,648,253 | $8,451+19403.6% | $8,086+20284.6% | $6,689+24543.0% |
| Admin fee / account holder | $99 | $9,690-99.0% | $7,900-98.7% | $13,398-99.3% |