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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GUARDIAN RETIREMENT SVC. Service code 15 · EIN 13-2656036 | Recordkeeping | $450 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $8,822 | $35,183-74.9% | $73,550-88.0% | $70,126-87.4% |
| Participation rate | 97.8% | 42.9%+54.9pp | 54.9%+42.9pp | 69.5%+28.3pp |
| Annual return | 28.32% | 26.90%+1.4pp | -15.16%+43.5pp | 73.15%-44.8pp |
| Employer contribution / active EE | $2,016 | $709+184.4% | $1,219+65.3% | $2,343-14.0% |
| Participant deferral / active EE | $3,866 | $1,220+216.9% | $1,804+114.3% | $3,332+16.0% |
| Admin fee / account holder | $5 | $2,302-99.8% | $2,320-99.8% | $4,645-99.9% |