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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AVANTAX RETIREMENT PLAN SERVICES Service code 15 · EIN 42-1447865 | Recordkeeping | $49,051 |
Filed as: FIDELITY MANAGEMENT & RESEARCH CO Service code 19 245 SUMMER ST · BOSTON, MA 02210 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,987 | $61,166+192.6% | $185,837-3.7% | $79,393+125.4% |
| Participation rate | 89.7% | 66.6%+23.0pp | 81.7%+7.9pp | 70.7%+18.9pp |
| Annual return | 13.16% | 19.45%-6.3pp | 122.08%-108.9pp | 116.87%-103.7pp |
| Employer contribution / active EE | $8,901 | $2,321+283.5% | $5,168+72.2% | $2,428+266.7% |
| Participant deferral / active EE | $6,197 | $2,789+122.2% | $5,568+11.3% | $4,046+53.2% |
| Admin fee / account holder | $314 | $710-55.7% | $16,241-98.1% | $627-49.8% |