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| Provider | Service type | Compensation |
|---|---|---|
ADVANCED PLAN DESIGNS, LLC3 years Service code 15 · EIN 45-1665651 3859 S. COX AVE · SPRINGFIELD, MO 65807 | Recordkeeping | $33,559 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $52,061 | $74,347-30.0% | $93,621-44.4% | $67,579-23.0% |
| Participation rate | 98.9% | 80.6%+18.3pp | 75.8%+23.1pp | 71.3%+27.6pp |
| Annual return | 11.02% | 28.07%-17.1pp | 32.76%-21.7pp | 378.56%-367.5pp |
| Employer contribution / active EE | $2,079 | $2,583-19.5% | $2,719-23.5% | $2,148-3.2% |
| Participant deferral / active EE | $3,490 | $4,060-14.0% | $4,070-14.2% | $3,539-1.4% |
| Admin fee / account holder | $379 | $123+208.6% | $7,890-95.2% | $142+166.0% |