Filed January 23, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LEVERAGE RETIREMENT, INC.4 years Service code 64 · EIN 75-1983809 P O BOX 889 · ALLEN, TX 750130014 | Recordkeeping Fees | $203,933 |
CONDLEY AND COMPANY, LLP4 years Service code 10 · EIN 75-1056027 | Accounting | $0 |
Participant contribution per participant 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 | $170,908 | $118,337+44.4% | $189,534-9.8% | $93,010+83.8% |
| Participation rate | 89.9% | 89.1%+0.8pp | 87.8%+2.1pp | 73.9%+16.0pp |
| Annual return | 21.82% | 21.77%0pp | 555.39%-533.6pp | 158.70%-136.9pp |
| Employer contribution / active EE | $8,001 | $4,204+90.3% | $6,162+29.8% | $2,705+195.8% |
| Participant deferral / active EE | $3,529 | $7,123-50.5% | $8,220-57.1% | $4,561-22.6% |
| Admin fee / account holder | $92 | $100-8.0% | $12,049-99.2% | $152-39.6% |