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| Provider | Service type | Compensation |
|---|---|---|
ERISA PARTNERS, INC.5 years Filed as: ERISA PARTNERS Service code 15 · EIN 64-0815705 PO BOX 22968 · NASHVILLE, TN 37202 | Recordkeeping | $45,047 |
Filed as: AVANTAX ADVISORY SERVICES, INC. Service code 26 · EIN 75-2176682 PO BOX · DALLAS, TX 75265 | Advisory (Participants) | $40,816 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,008 | $64,176-9.6% | $112,249-48.3% | $66,938-13.3% |
| Participation rate | 37.6% | 68.4%-30.8pp | 75.1%-37.4pp | 69.8%-32.2pp |
| Annual return | -16.70% | -13.80%-2.9pp | 27.48%-44.2pp | 1.58%-18.3pp |
| Employer contribution / active EE | $3,022 | $3,007+0.5% | $3,636-16.9% | $2,545+18.7% |
| Participant deferral / active EE | $621 | $3,694-83.2% | $4,729-86.9% | $4,238-85.4% |
| Admin fee / account holder | $710 | $626+13.4% | $6,412-88.9% | $594+19.6% |