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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 | $66,004-59.1% | $81,820-67.0% | $77,714-65.2% |
| Participation rate | 35.3% | 65.8%-30.5pp | 72.4%-37.1pp | 70.6%-35.3pp |
| Annual return | 15.39% | 26.65%-11.3pp | 777.93%-762.5pp | 31.26%-15.9pp |
| Employer contribution / active EE | $740 | $2,375-68.8% | $2,915-74.6% | $2,727-72.8% |
| Participant deferral / active EE | $1,478 | $3,508-57.9% | $4,323-65.8% | $4,649-68.2% |
| Admin fee / account holder | $24 | $527-95.4% | $7,391-99.7% | $433-94.4% |