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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AVANTAX RETIREMENT PLAN SERVICES Service code 15 · EIN 42-1447865 | Recordkeeping | $27,477 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $8,263 | $29,507-72.0% | $56,025-85.3% | $77,762-89.4% |
| Participation rate | 79.1% | 32.7%+46.4pp | 52.5%+26.6pp | 70.6%+8.6pp |
| Annual return | 11.22% | 18.90%-7.7pp | 1712.69%-1701.5pp | 31.27%-20.1pp |
| Employer contribution / active EE | $989 | $570+73.7% | $1,042-5.0% | $2,728-63.7% |
| Participant deferral / active EE | $1,488 | $1,062+40.2% | $1,955-23.9% | $4,651-68.0% |
| Admin fee / account holder | $97 | $1,041-90.7% | $2,828-96.6% | $433-77.6% |