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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AVANTAX RETIREMENT PLAN SERVICES Service code 15 · EIN 42-1447865 | Recordkeeping | $128,147 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,682 | $105,248+139.1% | $147,318+70.8% | $71,012+254.4% |
| Participation rate | 97.3% | 66.1%+31.2pp | 82.1%+15.3pp | 58.6%+38.8pp |
| Annual return | 11.82% | 26.02%-14.2pp | 70.43%-58.6pp | 37.67%-25.8pp |
| Employer contribution / active EE | $9,630 | $3,785+154.4% | $4,593+109.7% | $2,348+310.2% |
| Participant deferral / active EE | $9,049 | $6,452+40.3% | $7,906+14.5% | $3,246+178.8% |
| Admin fee / account holder | $256 | $862-70.3% | $13,708-98.1% | $1,167-78.1% |