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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AVANTAX PLANNING PARTNERS Service code 15 · EIN 42-1447865 2355 JFK ROAD · DUBUQUE, IA 52001 | Recordkeeping | $72,045 |
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 | $23,299 | $52,188-55.4% | $86,656-73.1% | $74,473-68.7% |
| Participation rate | 29.4% | 66.3%-36.9pp | 71.7%-42.3pp | 70.7%-41.3pp |
| Annual return | 21.37% | 44.46%-23.1pp | 593.09%-571.7pp | 34.36%-13.0pp |
| Employer contribution / active EE | $643 | $2,282-71.8% | $3,025-78.8% | $2,638-75.6% |
| Participant deferral / active EE | $1,214 | $3,383-64.1% | $4,439-72.7% | $4,530-73.2% |
| Admin fee / account holder | $20 | $319-93.7% | $5,619-99.6% | $347-94.2% |