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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AVANTAX RETIREMENT PLAN SERVICES Service code 15 · EIN 42-1447865 | Recordkeeping | $99,188 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,252 | $82,188+161.9% | $125,391+71.7% | $64,824+232.1% |
| Participation rate | 91.2% | 77.9%+13.3pp | 82.4%+8.8pp | 71.5%+19.8pp |
| Annual return | -16.87% | 3.50%-20.4pp | 572.41%-589.3pp | 32.84%-49.7pp |
| Employer contribution / active EE | $7,412 | $3,617+104.9% | $4,816+53.9% | $2,507+195.6% |
| Participant deferral / active EE | $8,241 | $7,177+14.8% | $7,448+10.6% | $4,311+91.2% |
| Admin fee / account holder | $300 | $163+83.6% | $10,009-97.0% | $188+59.5% |