Filed January 6, 2021
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 |
|---|---|---|
Filed as: AVANTAX RETIREMENT PLAN SERVICES Service code 15 · EIN 42-1447865 | Recordkeeping | $74,206 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,897 | $50,820+112.3% | $155,567-30.6% | $77,671+38.9% |
| Participation rate | 98.7% | 63.1%+35.6pp | 78.2%+20.5pp | 70.6%+28.1pp |
| Annual return | 13.94% | 34.85%-20.9pp | 64.74%-50.8pp | 31.21%-17.3pp |
| Employer contribution / active EE | $2,303 | $1,993+15.5% | $4,674-50.7% | $2,726-15.5% |
| Participant deferral / active EE | $5,282 | $2,823+87.1% | $5,628-6.1% | $4,648+13.6% |
| Admin fee / account holder | $160 | $436-63.2% | $15,916-99.0% | $430-62.8% |