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| Provider | Service type | Compensation |
|---|---|---|
AVANTAX INSURANCE AGENCY LLC3 years Filed as: AVANTAX PLANNING PARTNERS Service code 15 · EIN 42-1447865 2355 JFK ROAD · DUBUQUE, IA 52001 | Recordkeeping | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,214 | $65,125-50.5% | $143,797-77.6% | $66,949-51.9% |
| Participation rate | 25.8% | 65.2%-39.4pp | 80.3%-54.5pp | 69.8%-44.0pp |
| Annual return | -15.28% | -11.13%-4.2pp | -0.04%-15.2pp | 1.57%-16.9pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,130 | $2,920-61.3% | $5,638-80.0% | $4,239-73.3% |
| Admin fee / account holder | $396 | $503-21.2% | $14,679-97.3% | $594-33.3% |