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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 | $30,437+88.0% | $56,033+2.1% | $74,459-23.2% |
| Participation rate | 49.5% | 32.9%+16.6pp | 52.5%-3.0pp | 67.2%-17.7pp |
| Annual return | 10.56% | 24.96%-14.4pp | 1711.38%-1700.8pp | 1369.70%-1359.1pp |
| Employer contribution / active EE | $1,636 | $610+168.3% | $1,041+57.2% | $2,626-37.7% |
| Participant deferral / active EE | $2,745 | $1,176+133.4% | $1,954+40.5% | $4,350-36.9% |
| Admin fee / account holder | $484 | $2,363-79.5% | $2,827-82.9% | $1,945-75.1% |