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| Provider | Service type | Compensation |
|---|---|---|
LEVERAGE RETIREMENT, INC.2 years Service code 64 · EIN 75-1983809 | Recordkeeping Fees | $16,915 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,739 | $50,175+56.9% | $99,475-20.8% | $65,185+20.8% |
| Participation rate | 100.0% | 68.4%+31.6pp | 73.8%+26.2pp | 70.2%+29.8pp |
| Annual return | 20.90% | 25.36%-4.5pp | 30.72%-9.8pp | 29.38%-8.5pp |
| Employer contribution / active EE | $9,284 | $1,496+520.6% | $2,540+265.5% | $2,177+326.5% |
| Participant deferral / active EE | $10,544 | $2,748+283.8% | $3,619+191.4% | $3,514+200.1% |
| Admin fee / account holder | $55 | $398-86.2% | $6,252-99.1% | $847-93.5% |