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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $12,984 |
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (other than securities); Cu... | $9,490 |
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 | $61,153 | $69,511-12.0% | $94,672-35.4% | $71,529-14.5% |
| Participation rate | 96.3% | 78.4%+17.8pp | 80.8%+15.4pp | 67.9%+28.3pp |
| Annual return | 27.67% | 29.67%-2.0pp | 156.89%-129.2pp | 28.97%-1.3pp |
| Employer contribution / active EE | $20,630 | $2,853+623.1% | $3,673+461.7% | $2,590+696.6% |
| Participant deferral / active EE | $30,352 | $7,348+313.1% | $7,417+309.2% | $4,291+607.3% |
| Admin fee / account holder | $54 | $1,211-95.6% | $7,222-99.3% | $1,588-96.6% |