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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AVANTAX RETIREMENT PLAN SERVICES Service code 15 · EIN 42-1447865 | Recordkeeping | $44,756 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,587 | $47,205-39.4% | $61,491-53.5% | $66,930-57.3% |
| Participation rate | 92.6% | 64.2%+28.4pp | 79.3%+13.3pp | 69.8%+22.8pp |
| Annual return | -13.39% | -17.16%+3.8pp | -12.98%-0.4pp | 1.57%-15.0pp |
| Employer contribution / active EE | $1,715 | $2,885-40.5% | $4,246-59.6% | $2,545-32.6% |
| Participant deferral / active EE | $3,015 | $3,114-3.2% | $5,188-41.9% | $4,238-28.9% |
| Admin fee / account holder | $227 | $471-51.8% | $4,312-94.7% | $593-61.7% |