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| Provider | Service type | Compensation |
|---|---|---|
AVANTAX INSURANCE AGENCY LLC3 years Filed as: AVANTAX ADVISORY SRVC Service code 27 · EIN 75-2428870 | Advisory (Plan) | $100,337 |
THE VANGUARD GROUP, INC.6 years Service code 63 · EIN 23-1945930 | 12b-1 Fees | $17,780 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,525 | $88,203-52.9% | $165,100-74.8% | $74,478-44.2% |
| Participation rate | 85.3% | 73.1%+12.2pp | 78.6%+6.7pp | 67.2%+18.1pp |
| Annual return | 10.20% | 17.13%-6.9pp | 70.21%-60.0pp | 1370.56%-1360.4pp |
| Employer contribution / active EE | $2,187 | $2,601-15.9% | $4,348-49.7% | $2,626-16.7% |
| Participant deferral / active EE | $3,701 | $4,505-17.8% | $6,035-38.7% | $4,350-14.9% |
| Admin fee / account holder | $505 | $2,235-77.4% | $12,696-96.0% | $1,946-74.1% |