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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 32-0781448 | Advisory (Participants) | $16,980 |
GUSTO RETIREMENT SERVICES, LLC1 year Service code 14 · EIN 30-1418950 | Plan Administrator | $7,548 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,315 | $130,224-81.3% | $197,124-87.7% | $79,634-69.5% |
| Participation rate | 91.7% | 87.8%+3.9pp | 86.7%+5.0pp | 62.5%+29.3pp |
| Annual return | 33.77% | 23.65%+10.1pp | 44.34%-10.6pp | 36.46%-2.7pp |
| Employer contribution / active EE | $2,356 | $4,314-45.4% | $6,227-62.2% | $2,529-6.8% |
| Participant deferral / active EE | $4,285 | $7,378-41.9% | $9,135-53.1% | $3,835+11.7% |
| Admin fee / account holder | $35 | $254-86.1% | $16,298-99.8% | $1,002-96.5% |