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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AVANTAX RETIREMENT PLAN SERVICES Service code 15 · EIN 42-1447865 | Recordkeeping | $27,573 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,398 | $54,590-11.3% | $81,726-40.8% | $73,497-34.1% |
| Participation rate | 70.2% | 68.3%+1.9pp | 72.0%-1.8pp | 70.7%-0.5pp |
| Annual return | 18.84% | 17.74%+1.1pp | 29.49%-10.7pp | 28.51%-9.7pp |
| Employer contribution / active EE | $2,406 | $1,636+47.1% | $4,311-44.2% | $2,270+6.0% |
| Participant deferral / active EE | $3,563 | $2,759+29.1% | $7,108-49.9% | $3,740-4.7% |
| Admin fee / account holder | $272 | $592-54.0% | $5,160-94.7% | $513-46.9% |