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| Provider | Service type | Compensation |
|---|---|---|
LEVERAGE RETIREMENT, INC.3 years Service code 64 · EIN 75-1983809 | Recordkeeping Fees | $11,231 |
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 | $108,248 | $55,122+96.4% | $104,625+3.5% | $73,493+47.3% |
| Participation rate | 82.9% | 67.7%+15.1pp | 74.1%+8.8pp | 70.7%+12.2pp |
| Annual return | 12.99% | 24.77%-11.8pp | 340.60%-327.6pp | 28.51%-15.5pp |
| Employer contribution / active EE | $7,163 | $1,464+389.2% | $2,681+167.1% | $2,270+215.6% |
| Participant deferral / active EE | $7,643 | $2,919+161.9% | $3,738+104.5% | $3,740+104.4% |
| Admin fee / account holder | $44 | $423-89.7% | $6,465-99.3% | $513-91.5% |