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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AVANTAX RETIREMENT PLAN SERVICES Service code 15 · EIN 42-1447865 | Recordkeeping | $100,826 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,529 | $95,369+119.7% | $135,942+54.1% | $74,440+181.5% |
| Participation rate | 99.3% | 78.2%+21.1pp | 81.9%+17.4pp | 70.7%+28.6pp |
| Annual return | 12.12% | 32.72%-20.6pp | 68.28%-56.2pp | 34.37%-22.3pp |
| Employer contribution / active EE | $7,744 | $3,878+99.7% | $4,858+59.4% | $2,638+193.6% |
| Participant deferral / active EE | $8,091 | $7,788+3.9% | $7,759+4.3% | $4,529+78.7% |
| Admin fee / account holder | $267 | $266+0.2% | $10,764-97.5% | $348-23.3% |