Filed January 23, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LEVERAGE RETIREMENT, INC.2 years Service code 64 · EIN 75-1983809 P O BOX 889 · ALLEN, TX 750130014 | Recordkeeping Fees | $203,980 |
CONDLEY AND COMPANY, LLP2 years Service code 10 · EIN 75-1056027 | Accounting | $9,613 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,617 | $95,776+57.3% | $162,185-7.1% | $77,775+93.7% |
| Participation rate | 95.9% | 88.6%+7.2pp | 87.6%+8.3pp | 73.2%+22.7pp |
| Annual return | 23.87% | 37.03%-13.2pp | 115.61%-91.7pp | 32.58%-8.7pp |
| Employer contribution / active EE | $8,463 | $3,874+118.5% | $5,613+50.8% | $2,504+238.0% |
| Participant deferral / active EE | $3,895 | $6,125-36.4% | $7,297-46.6% | $3,966-1.8% |
| Admin fee / account holder | $119 | $88+35.7% | $10,844-98.9% | $100+18.9% |