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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $11,256 |
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $8,322 |
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 | $20,573 | $129,159-84.1% | $184,243-88.8% | $77,714-73.5% |
| Participation rate | 89.5% | 87.4%+2.1pp | 86.8%+2.7pp | 70.6%+18.9pp |
| Annual return | 33.02% | 33.22%-0.2pp | 28.82%+4.2pp | 31.26%+1.8pp |
| Employer contribution / active EE | $2,321 | $4,410-47.4% | $6,427-63.9% | $2,727-14.9% |
| Participant deferral / active EE | $4,331 | $7,305-40.7% | $9,132-52.6% | $4,649-6.8% |
| Admin fee / account holder | $23 | $256-90.9% | $13,914-99.8% | $433-94.7% |