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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $5,374 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,282 | $93,617-68.7% | $135,982-78.5% | $75,177-61.1% |
| Participation rate | 98.7% | 75.2%+23.5pp | 81.9%+16.8pp | 67.2%+31.5pp |
| Annual return | 25.70% | 30.89%-5.2pp | 68.32%-42.6pp | 160.75%-135.0pp |
| Employer contribution / active EE | $5,914 | $3,538+67.2% | $4,859+21.7% | $2,671+121.4% |
| Participant deferral / active EE | $8,317 | $6,406+29.8% | $7,760+7.2% | $4,126+101.6% |
| Admin fee / account holder | $36 | $6,980-99.5% | $10,767-99.7% | $5,651-99.4% |