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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AVANTAX RETIREMENT PLAN SERVICES Service code 15 · EIN 42-1447865 | Recordkeeping | $116,980 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,709 | $106,164+109.8% | $147,041+51.5% | $77,692+186.7% |
| Participation rate | 93.6% | 78.4%+15.2pp | 82.2%+11.4pp | 70.6%+23.0pp |
| Annual return | 31.80% | 56.81%-25.0pp | 419.21%-387.4pp | 31.25%+0.5pp |
| Employer contribution / active EE | $6,323 | $4,066+55.5% | $4,935+28.1% | $2,726+131.9% |
| Participant deferral / active EE | $7,627 | $7,993-4.6% | $8,071-5.5% | $4,648+64.1% |
| Admin fee / account holder | $241 | $338-28.8% | $13,006-98.1% | $431-44.1% |