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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AVANTAX RETIREMENT PLAN SERVICES Service code 15 · EIN 42-1447865 | Recordkeeping | $65,777 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $57,218 | $30,385+88.3% | $56,054+2.1% | $74,400-23.1% |
| Participation rate | 49.5% | 32.9%+16.6pp | 52.5%-3.0pp | 67.2%-17.7pp |
| Annual return | 10.56% | 24.92%-14.4pp | 1705.95%-1695.4pp | 1367.51%-1357.0pp |
| Employer contribution / active EE | $1,636 | $609+168.7% | $1,039+57.5% | $2,624-37.7% |
| Participant deferral / active EE | $2,745 | $1,174+133.8% | $1,952+40.6% | $4,348-36.9% |
| Admin fee / account holder | $484 | $2,361-79.5% | $2,822-82.9% | $1,944-75.1% |