Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $84,810 |
AVANTAX INSURANCE AGENCY LLC2 years Filed as: AVANTAX ADVISORY SERVICES INC Service code 27 · EIN 75-2176682 | Advisory (Plan) | $66,214 |
EISNERAMPER LLP1 year Filed as: EISENAMPER LLP ATTN ACCOUNTS PAYABL Service code 10 · EIN 87-1363769 | Accounting | $11,500 |
RETIREMENT STRATEGIES, INC.3 years Filed as: RETIREMENT STRATEGIES GROUP, LLC DE Service code 15 · EIN 72-1450587 | Recordkeeping | $10,303 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,473 | $53,204-14.5% | $155,556-70.8% | $200,096-77.3% |
| Participation rate | 40.5% | 64.1%-23.6pp | 78.2%-37.7pp | 72.0%-31.5pp |
| Annual return | 16.12% | 41.02%-24.9pp | 64.84%-48.7pp | 34.26%-18.1pp |
| Employer contribution / active EE | $1,334 | $1,850-27.9% | $4,675-71.5% | $3,038-56.1% |
| Participant deferral / active EE | $2,392 | $3,163-24.4% | $5,631-57.5% | $5,090-53.0% |
| Admin fee / account holder | $362 | $186+95.1% | $15,885-97.7% | $269+34.5% |