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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 | Recordkeeping | $16,420 |
Filed as: THE GUARDIAN LIFE INSURANCE & ANNUI Service code 15 · EIN 13-2656036 | Recordkeeping | $5,749 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,602 | $84,236-39.9% | $170,435-70.3% | $70,126-27.8% |
| Participation rate | 87.1% | 70.8%+16.3pp | 83.6%+3.5pp | 69.5%+17.6pp |
| Annual return | 15.59% | 23.06%-7.5pp | 205.94%-190.4pp | 73.15%-57.6pp |
| Employer contribution / active EE | $1,625 | $3,387-52.0% | $5,432-70.1% | $2,343-30.6% |
| Participant deferral / active EE | $2,797 | $3,086-9.4% | $4,939-43.4% | $3,332-16.1% |
| Admin fee / account holder | $142 | $5,698-97.5% | $13,881-99.0% | $4,645-97.0% |