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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AVANTAX PLANNING PARTNERS Service code 12 3200 OLYMPUS BLVD, SUITE 100 · DALLAS, TX 75019 | Investment advisory (plan); Recordkee... | $67,761 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,661 | $45,022-27.5% | $85,126-61.6% | $77,714-58.0% |
| Participation rate | 39.7% | 48.7%-8.9pp | 67.5%-27.8pp | 70.6%-30.8pp |
| Annual return | 26.49% | 79.38%-52.9pp | 66.63%-40.1pp | 31.26%-4.8pp |
| Employer contribution / active EE | $971 | $1,610-39.7% | $2,731-64.4% | $2,727-64.4% |
| Participant deferral / active EE | $1,864 | $2,811-33.7% | $4,523-58.8% | $4,649-59.9% |
| Admin fee / account holder | $258 | $913-71.8% | $6,160-95.8% | $433-40.5% |