Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $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 | $29,569-72.1% | $56,077-85.3% | $77,714-89.4% |
| Participation rate | 79.1% | 32.6%+46.5pp | 52.5%+26.6pp | 70.6%+8.6pp |
| Annual return | 11.22% | 18.90%-7.7pp | 1709.28%-1698.1pp | 31.26%-20.0pp |
| Employer contribution / active EE | $989 | $569+74.0% | $1,040-4.9% | $2,727-63.7% |
| Participant deferral / active EE | $1,488 | $1,061+40.3% | $1,954-23.8% | $4,649-68.0% |
| Admin fee / account holder | $97 | $1,042-90.7% | $2,825-96.6% | $433-77.6% |