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| Provider | Service type | Compensation |
|---|---|---|
AVANTAX INSURANCE AGENCY LLC2 years Filed as: AVANTAX ADVISORY SRVC Service code 27 · EIN 75-2428870 | Advisory (Plan) | $79,346 |
THE VANGUARD GROUP, INC.5 years Service code 63 · EIN 23-1945930 | 12b-1 Fees | $17,368 |
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 | $35,210 | $83,045-57.6% | $130,045-72.9% | $71,511-50.8% |
| Participation rate | 86.6% | 74.1%+12.5pp | 78.5%+8.1pp | 67.9%+18.7pp |
| Annual return | 13.56% | 20.61%-7.0pp | -137.30%+150.9pp | 28.86%-15.3pp |
| Employer contribution / active EE | $2,002 | $2,623-23.7% | $4,321-53.7% | $2,589-22.7% |
| Participant deferral / active EE | $3,344 | $4,436-24.6% | $5,820-42.5% | $4,291-22.1% |
| Admin fee / account holder | $425 | $1,727-75.4% | $10,600-96.0% | $1,588-73.2% |