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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AVANTAX RETIREMENT PLAN SERVICES Service code 15 · EIN 42-1447865 | Recordkeeping | $90,248 |
Filed as: FIDELITY MANAGEMENT & RESEARCH CO Service code 19 245 SUMMER ST · BOSTON, MA 02210 | Securities Custodian | $5,357 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,194 | $58,895+95.6% | $178,503-35.5% | $73,497+56.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 23.39% | 24.86%-1.5pp | 151.12%-127.7pp | 28.51%-5.1pp |
| Employer contribution / active EE | $7,745 | $2,236+246.4% | $5,011+54.6% | $2,270+241.2% |
| Participant deferral / active EE | $5,986 | $2,567+133.2% | $5,202+15.1% | $3,740+60.1% |
| Admin fee / account holder | $408 | $400+1.9% | $13,987-97.1% | $513-20.5% |