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| Provider | Service type | Compensation |
|---|---|---|
AVANTAX INSURANCE AGENCY LLC2 years Filed as: CHIN PO AVANTAX ADVISORY SERVICES Service code 27 1170 CORPORATE DR W · ARLINGTON, TX 76006 | Advisory (Plan) | $11,792 |
EPLAN ADVISORS, LLC1 year Service code 17 · EIN 36-1543746 | Pension Consulting | $6,862 |
Filed as: MESIROW FINANCIAL FIDUCIARY SERVICE Service code 27 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Advisory (Plan) | $1,179 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,801 | $84,487-78.9% | $125,339-85.8% | $66,914-73.4% |
| Participation rate | 82.9% | 76.4%+6.5pp | 82.4%+0.5pp | 69.8%+13.1pp |
| Annual return | -24.01% | -8.39%-15.6pp | 572.05%-596.1pp | 1.58%-25.6pp |
| Employer contribution / active EE | $2,853 | $3,553-19.7% | $4,814-40.7% | $2,544+12.1% |
| Participant deferral / active EE | $5,818 | $6,781-14.2% | $7,446-21.9% | $4,237+37.3% |
| Admin fee / account holder | $141 | $685-79.5% | $10,010-98.6% | $593-76.3% |