Filed January 23, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LEVERAGE RETIREMENT, INC.5 years Service code 64 · EIN 75-1983809 P O BOX 889 · ALLEN, TX 750130014 | Recordkeeping Fees | $271,053 |
CONDLEY AND COMPANY, LLP5 years Service code 10 · EIN 75-1056027 | Accounting | $0 |
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 | $128,079 | $95,918+33.5% | $151,634-15.5% | $77,906+64.4% |
| Participation rate | 98.5% | 88.7%+9.7pp | 87.5%+11.0pp | 73.7%+24.8pp |
| Annual return | -18.06% | -5.50%-12.6pp | 3.32%-21.4pp | 12.16%-30.2pp |
| Employer contribution / active EE | $5,042 | $4,330+16.4% | $6,165-18.2% | $2,846+77.1% |
| Participant deferral / active EE | $4,287 | $7,508-42.9% | $8,363-48.7% | $4,805-10.8% |
| Admin fee / account holder | $114 | $93+22.7% | $11,614-99.0% | $133-13.7% |