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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 | Recordkeeping | $15,879 |
Filed as: THE GUARDIAN LIFE INSURANCE & ANNUI Service code 15 · EIN 13-2656036 | Recordkeeping | $4,601 |
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,404 | $77,638-42.8% | $156,551-71.6% | $62,881-29.4% |
| Participation rate | 82.2% | 71.2%+11.0pp | 84.0%-1.8pp | 69.3%+12.9pp |
| Annual return | 10.20% | 50.33%-40.1pp | 32.23%-22.0pp | 20.14%-9.9pp |
| Employer contribution / active EE | $1,466 | $3,444-57.4% | $5,501-73.4% | $2,281-35.7% |
| Participant deferral / active EE | $2,719 | $3,046-10.7% | $4,871-44.2% | $3,203-15.1% |
| Admin fee / account holder | $151 | $5,561-97.3% | $13,028-98.8% | $4,296-96.5% |