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| Provider | Service type | Compensation |
|---|---|---|
AVANTAX INSURANCE AGENCY LLC5 years Filed as: AVANTAX Service code 15 · EIN 42-1447865 | Recordkeeping | $146,427 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,089 | $50,902+212.5% | $155,534+2.3% | $77,736+104.7% |
| Participation rate | 99.0% | 63.1%+35.9pp | 78.2%+20.8pp | 70.6%+28.4pp |
| Annual return | 15.84% | 34.85%-19.0pp | 64.92%-49.1pp | 31.26%-15.4pp |
| Employer contribution / active EE | $5,879 | $1,991+195.2% | $4,675+25.8% | $2,728+115.5% |
| Participant deferral / active EE | $5,366 | $2,824+90.0% | $5,630-4.7% | $4,651+15.4% |
| Admin fee / account holder | $299 | $437-31.6% | $15,900-98.1% | $433-31.0% |