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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AVANTAX RETIREMENT PLAN SERVICES Service code 15 · EIN 42-1447865 | Recordkeeping | $77,619 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,356 | $104,336+146.7% | $159,474+61.4% | $86,821+196.4% |
| Participation rate | 86.8% | 77.7%+9.1pp | 82.8%+4.0pp | 72.3%+14.5pp |
| Annual return | 20.95% | 26.32%-5.4pp | 263.68%-242.7pp | 97.94%-77.0pp |
| Employer contribution / active EE | $6,517 | $3,451+88.8% | $4,831+34.9% | $2,406+170.9% |
| Participant deferral / active EE | $7,415 | $6,837+8.4% | $7,353+0.8% | $4,132+79.5% |
| Admin fee / account holder | $244 | $172+41.7% | $10,802-97.7% | $170+43.9% |