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| Provider | Service type | Compensation |
|---|---|---|
AVANTAX INSURANCE AGENCY LLC2 years Filed as: AVANTAX INVESTMENT SERVICES INC DBA Service code 27 3200 OLYMPUS BLVD STE 100 · DALLAS, TX 75019 | Advisory (Plan) | $16,010 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,270 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,195 | $69,745+0.6% | $67,511+4.0% | $74,546-5.8% |
| Participation rate | 99.4% | 71.3%+28.0pp | 72.9%+26.5pp | 67.2%+32.2pp |
| Annual return | 575.95% | -40.37%+616.3pp | 3517.41%-2941.5pp | 1366.03%-790.1pp |
| Employer contribution / active EE | $2,745 | $2,705+1.5% | $2,733+0.4% | $2,624+4.6% |
| Participant deferral / active EE | $4,500 | $3,636+23.7% | $4,000+12.5% | $4,347+3.5% |
| Admin fee / account holder | $75 | $894-91.6% | $3,999-98.1% | $1,944-96.2% |