Filed January 23, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LEVERAGE RETIREMENT, INC.3 years Service code 64 · EIN 75-1983809 P O BOX 889 · ALLEN, TX 750130014 | Recordkeeping Fees | $203,939 |
CONDLEY AND COMPANY, LLP3 years Service code 10 · EIN 75-1056027 | Accounting | $10,766 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,481 | $110,699+37.7% | $177,839-14.3% | $90,274+68.9% |
| Participation rate | 98.0% | 88.3%+9.7pp | 87.7%+10.3pp | 73.4%+24.7pp |
| Annual return | 12.00% | 22.79%-10.8pp | 48.33%-36.3pp | 53.97%-42.0pp |
| Employer contribution / active EE | $9,910 | $4,118+140.6% | $5,919+67.4% | $2,523+292.7% |
| Participant deferral / active EE | $3,875 | $6,731-42.4% | $7,714-49.8% | $4,231-8.4% |
| Admin fee / account holder | $106 | $90+17.3% | $12,432-99.2% | $114-7.5% |