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| Provider | Service type | Compensation |
|---|---|---|
AVANTAX INSURANCE AGENCY LLC2 years Filed as: AVANTAX PLANNING PARTNERS Service code 15 · EIN 42-1447865 2355 JFK ROAD · DUBUQUE, IA 52001 | Recordkeeping | $79,828 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,014 | $65,946-59.0% | $81,783-67.0% | $77,671-65.2% |
| Participation rate | 35.3% | 65.8%-30.5pp | 72.4%-37.1pp | 70.6%-35.3pp |
| Annual return | 15.39% | 26.65%-11.3pp | 775.05%-759.7pp | 31.21%-15.8pp |
| Employer contribution / active EE | $740 | $2,371-68.8% | $2,913-74.6% | $2,726-72.8% |
| Participant deferral / active EE | $1,478 | $3,507-57.8% | $4,320-65.8% | $4,648-68.2% |
| Admin fee / account holder | $24 | $527-95.4% | $7,380-99.7% | $430-94.3% |