Filed January 23, 2019 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LEVERAGE RETIREMENT, INC.6 years Service code 64 · EIN 75-1983809 P O BOX 889 · ALLEN, TX 750130014 | Recordkeeping Fees | $221,067 |
CONDLEY AND COMPANY, LLP6 years Service code 10 · EIN 75-1056027 | Accounting | $0 |
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 | $134,766 | $112,711+19.6% | $170,055-20.8% | $80,187+68.1% |
| Participation rate | 85.9% | 87.4%-1.5pp | 87.0%-1.1pp | 72.9%+13.0pp |
| Annual return | 10.57% | 67.06%-56.5pp | 53.43%-42.9pp | 40.40%-29.8pp |
| Employer contribution / active EE | $3,383 | $4,488-24.6% | $6,790-50.2% | $2,980+13.5% |
| Participant deferral / active EE | $4,670 | $7,861-40.6% | $10,410-55.1% | $5,016-6.9% |
| Admin fee / account holder | $198 | $99+99.1% | $12,828-98.5% | $145+36.5% |