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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $39,990 |
AVANTAX INSURANCE AGENCY LLC3 years Filed as: ADVANTAX ADVISORY SERVICES Service code 27 · EIN 75-2176682 | Advisory (Plan) | $32,873 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $99,631 | $65,072+53.1% | $66,439+50.0% | $65,306+52.6% |
| Participation rate | 69.7% | 69.1%+0.7pp | 74.5%-4.8pp | 57.7%+12.1pp |
| Annual return | 9.19% | 21.50%-12.3pp | 757.66%-748.5pp | 21.94%-12.8pp |
| Employer contribution / active EE | $910 | $2,475-63.2% | $2,637-65.5% | $1,967-53.8% |
| Participant deferral / active EE | $2,616 | $3,234-19.1% | $3,876-32.5% | $2,959-11.6% |
| Admin fee / account holder | $517 | $1,323-60.9% | $6,173-91.6% | $3,480-85.1% |