Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $0 |
Filed as: AVANTAX RETIREMENT PLAN SERVICES Service code 15 · EIN 42-1447865 | Recordkeeping | $0 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,119 | $84,499+24.4% | $125,391-16.2% | $66,949+57.0% |
| Participation rate | 98.4% | 76.4%+22.0pp | 82.4%+16.0pp | 69.8%+28.6pp |
| Annual return | -27.44% | -8.49%-18.9pp | 572.41%-599.8pp | 1.57%-29.0pp |
| Employer contribution / active EE | $7,190 | $3,554+102.3% | $4,816+49.3% | $2,545+182.5% |
| Participant deferral / active EE | $9,873 | $6,785+45.5% | $7,448+32.6% | $4,239+132.9% |
| Admin fee / account holder | $368 | $685-46.2% | $10,009-96.3% | $594-38.0% |