Retirement plan

GUARDIAN HOME HEALTH CARE OF L 401(K) PROFIT SHARING PLAN & TRUST

Name: GUARDIAN HOME HEALTH - GUARDIAN HOME HEALTH CARE OF L 401(K) PROFIT SHARING PLAN & TRUST (2020) Form 5500
Creator: GUARDIAN HOME HEALTH
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GUARDIAN HOME HEALTH CARE OF L 401(K) PROFIT SHARING PLAN & TRUST, GUARDIAN HOME HEALTH

GUARDIAN HOME HEALTHEIN 72-1350240Plan #001PY 2020

3510 N CAUSEWAY BLVD STE 501 - METAIRIE, LA 700023531504-828-2294LinkedIn51-200 employeeshealth, wellness and fitness

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$3M

+31.9% from 2019

Total participants

0.0% from 2019

Average account balance

$50,591

+23.1% from 2019

Annual return

29.10%

+1.86 pp from 2019

Benchmarks

See 18,633 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,633 peers

Snapshot2020

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$3.51M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$69K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$75K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+21.62%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$6691

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$18K

$523 / participant

Other / not subdivided$18K100.0%

% of EOY assets

0.586%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$50,591

$91,179-44.5%

$178,499-71.7%

$79,852-36.6%

Participation rate

79.4%

69.2%+10.2pp

81.9%-2.5pp

69.6%+9.8pp

Annual return

29.10%

24.19%+4.9pp

151.10%-122.0pp

31.72%-2.6pp

Employer contribution / active EE

$1,224

$3,256-62.4%

$5,011-75.6%

$2,471-50.5%

Participant deferral / active EE

$1,145

$3,236-64.6%

$5,202-78.0%

$3,740-69.4%

Admin fee / account holder

$296

$6,749-95.6%

$13,986-97.9%

$5,306-94.4%

GUARDIAN HOME HEALTH CARE OF L 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GUARDIAN HOME HEALTH CARE OF L 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion