Filed January 23, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LEVERAGE RETIREMENT, INC.7 years Service code 64 · EIN 75-1983809 P O BOX 889 · ALLEN, TX 750130014 | Recordkeeping Fees | $231,979 |
CONDLEY AND COMPANY, LLP7 years Service code 10 · EIN 75-1056027 | Accounting | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,014 | $122,695+23.1% | $184,185-18.0% | $199,874-24.4% |
| Participation rate | 86.4% | 87.0%-0.6pp | 86.8%-0.4pp | 72.0%+14.4pp |
| Annual return | 14.58% | 143.93%-129.3pp | 28.81%-14.2pp | 34.28%-19.7pp |
| Employer contribution / active EE | $9,055 | $4,581+97.7% | $6,426+40.9% | $3,036+198.2% |
| Participant deferral / active EE | $4,444 | $7,983-44.3% | $9,132-51.3% | $5,090-12.7% |
| Admin fee / account holder | $143 | $120+19.1% | $13,909-99.0% | $269-46.8% |