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| Provider | Service type | Compensation |
|---|---|---|
AVANTAX INSURANCE AGENCY LLC3 years Filed as: AVANTAX ADVISORY SERVICES, INC. Service code 28 1881 W. MAUMEE ST. · ADRIAN, MI 49221 | Investment Management | $91,551 |
JULY BUSINESS SERVICES2 years Service code 15 · EIN 74-2715820 | Recordkeeping | $6,435 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,758 | $89,435-10.8% | $164,975-51.7% | $77,714+2.6% |
| Participation rate | 75.0% | 78.6%-3.6pp | 78.6%-3.6pp | 70.6%+4.4pp |
| Annual return | 27.63% | 28.82%-1.2pp | 70.12%-42.5pp | 31.26%-3.6pp |
| Employer contribution / active EE | $858 | $2,563-66.5% | $4,343-80.2% | $2,727-68.5% |
| Participant deferral / active EE | $1,984 | $4,901-59.5% | $6,033-67.1% | $4,649-57.3% |
| Admin fee / account holder | $438 | $340+29.0% | $12,688-96.5% | $433+1.2% |