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| Provider | Service type | Compensation |
|---|---|---|
ERISA PARTNERS, INC.6 years Filed as: ERISA PARTNERS Service code 15 · EIN 64-0815705 PO BOX 22968 · NASHVILLE, TN 37202 | Recordkeeping | $44,587 |
AVANTAX INSURANCE AGENCY LLC2 years Filed as: AVANTAX ADVISORY SERVICES, INC. Service code 26 · EIN 75-2176682 PO BOX · DALLAS, TX 75265 | Advisory (Participants) | $40,856 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,337 | $76,669+15.2% | $96,520-8.5% | $71,495+23.6% |
| Participation rate | 31.6% | 66.6%-35.0pp | 74.3%-42.7pp | 67.9%-36.3pp |
| Annual return | 17.09% | 48.29%-31.2pp | 35.72%-18.6pp | 28.85%-11.8pp |
| Employer contribution / active EE | $3,202 | $3,031+5.7% | $3,739-14.3% | $2,589+23.7% |
| Participant deferral / active EE | $592 | $3,771-84.3% | $4,879-87.9% | $4,291-86.2% |
| Admin fee / account holder | $881 | $2,028-56.6% | $6,733-86.9% | $1,588-44.5% |