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| Provider | Service type | Compensation |
|---|---|---|
AVANTAX INSURANCE AGENCY LLC4 years Filed as: AVANTAX ADVISORY SRVC Service code 27 · EIN 75-2428870 | Advisory (Plan) | $121,338 |
THE VANGUARD GROUP, INC.7 years Service code 63 · EIN 23-1945930 | 12b-1 Fees | $18,824 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,387 | $96,484-45.7% | $156,263-66.5% | $74,304-29.5% |
| Participation rate | 85.6% | 67.7%+18.0pp | 78.9%+6.7pp | 60.3%+25.3pp |
| Annual return | 14.10% | 17.73%-3.6pp | 59.47%-45.4pp | 29.43%-15.3pp |
| Employer contribution / active EE | $2,245 | $2,528-11.2% | $4,333-48.2% | $2,241+0.2% |
| Participant deferral / active EE | $4,153 | $4,286-3.1% | $6,158-32.6% | $3,767+10.3% |
| Admin fee / account holder | $604 | $3,728-83.8% | $14,255-95.8% | $2,969-79.7% |