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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GUARDIAN RETIREMENT SVC. Service code 15 · EIN 13-2656036 | Recordkeeping | $200 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,994 | $25,723-84.5% | $69,182-94.2% | $55,167-92.8% |
| Participation rate | 97.1% | 39.4%+57.7pp | 55.1%+42.0pp | 69.0%+28.1pp |
| Annual return | 0.00% | 9.56%-9.6pp | -21.93%+21.9pp | 169.23%-169.2pp |
| Employer contribution / active EE | $1,748 | $480+263.8% | $1,206+44.9% | $1,963-10.9% |
| Participant deferral / active EE | $2,880 | $963+199.0% | $1,897+51.8% | $3,054-5.7% |
| Admin fee / account holder | $2 | $365-99.6% | $2,697-99.9% | $504-99.7% |