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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 | $82,163+162.0% | $125,363+71.7% | $64,814+232.1% |
| Participation rate | 91.2% | 77.9%+13.3pp | 82.4%+8.9pp | 71.5%+19.8pp |
| Annual return | -16.87% | 3.49%-20.4pp | 572.15%-589.0pp | 32.84%-49.7pp |
| Employer contribution / active EE | $7,412 | $3,616+105.0% | $4,815+53.9% | $2,507+195.7% |
| Participant deferral / active EE | $8,241 | $7,175+14.9% | $7,447+10.7% | $4,310+91.2% |
| Admin fee / account holder | $300 | $163+83.6% | $10,005-97.0% | $188+59.6% |