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| Provider | Service type | Compensation |
|---|---|---|
AVANTAX INSURANCE AGENCY LLC2 years Filed as: AVANTAX ADVISORY SRVC (1ST GLOBAL) Service code 27 · EIN 75-2428870 | Advisory (Plan) | $68,370 |
THE VANGUARD GROUP, INC.3 years Service code 63 · EIN 23-1945930 | 12b-1 Fees | $17,375 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,237 | $93,182-69.7% | $146,665-80.7% | $79,386-64.4% |
| Participation rate | 82.6% | 76.4%+6.1pp | 80.1%+2.5pp | 70.7%+11.9pp |
| Annual return | 12.36% | 21.61%-9.3pp | 22.74%-10.4pp | 116.85%-104.5pp |
| Employer contribution / active EE | $3,577 | $2,420+47.8% | $4,136-13.5% | $2,427+47.4% |
| Participant deferral / active EE | $2,145 | $4,169-48.6% | $5,506-61.0% | $4,046-47.0% |
| Admin fee / account holder | $340 | $585-41.9% | $10,280-96.7% | $626-45.7% |