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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AVANTAX RETIREMENT PLAN SERVICES Service code 15 · EIN 42-1447865 | Recordkeeping | $128,147 |
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 | $112,596+123.5% | $152,301+65.3% | $64,728+288.8% |
| Participation rate | 97.3% | 63.6%+33.7pp | 82.4%+14.9pp | 57.9%+39.4pp |
| Annual return | 11.82% | 23.76%-11.9pp | 80.50%-68.7pp | 49.38%-37.6pp |
| Employer contribution / active EE | $9,630 | $3,716+159.1% | $4,624+108.2% | $2,243+329.4% |
| Participant deferral / active EE | $9,049 | $6,075+49.0% | $8,004+13.1% | $2,729+231.5% |
| Admin fee / account holder | $256 | $996-74.3% | $14,398-98.2% | $1,145-77.7% |