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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AVANTAX RETIREMENT PLAN SERVICES Service code 15 · EIN 42-1447865 | Recordkeeping | $128,147 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,682 | $110,483+127.8% | $145,433+73.1% | $79,634+216.0% |
| Participation rate | 97.3% | 71.1%+26.2pp | 82.1%+15.2pp | 62.5%+34.8pp |
| Annual return | 11.82% | 24.62%-12.8pp | 66.58%-54.8pp | 36.46%-24.6pp |
| Employer contribution / active EE | $9,630 | $4,053+137.6% | $4,554+111.4% | $2,529+280.8% |
| Participant deferral / active EE | $9,049 | $7,216+25.4% | $7,897+14.6% | $3,835+136.0% |
| Admin fee / account holder | $256 | $680-62.4% | $13,129-98.1% | $1,002-74.5% |