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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.
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 | $52,387 | $91,760-42.9% | $156,181-66.5% | $67,986-22.9% |
| Participation rate | 85.6% | 65.0%+20.6pp | 78.8%+6.8pp | 57.2%+28.4pp |
| Annual return | 14.10% | 18.14%-4.0pp | 64.87%-50.8pp | 31.67%-17.6pp |
| Employer contribution / active EE | $2,245 | $2,419-7.2% | $4,294-47.7% | $2,019+11.2% |
| Participant deferral / active EE | $4,153 | $3,960+4.9% | $6,132-32.3% | $3,358+23.7% |
| Admin fee / account holder | $604 | $3,949-84.7% | $14,586-95.9% | $3,203-81.1% |