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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVANCED PLAN DESIGNS Service code 10 · EIN 45-1665651 620 W. REPUBLIC RD · SPRINGFIELD, MO 65807 | Accounting | $9,427 |
NATIONWIDE4 years Service code 27 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Plan) | $8,818 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $7,738 | $52,293-85.2% | $178,498-95.7% | $73,412-89.5% |
| Participation rate | 47.0% | 65.3%-18.3pp | 81.9%-34.9pp | 72.2%-25.2pp |
| Annual return | 20.74% | 34.75%-14.0pp | 151.09%-130.4pp | 59.30%-38.6pp |
| Employer contribution / active EE | $610 | $1,735-64.8% | $5,011-87.8% | $2,234-72.7% |
| Participant deferral / active EE | $898 | $2,332-61.5% | $5,202-82.7% | $3,806-76.4% |
| Admin fee / account holder | $121 | $127-5.3% | $13,985-99.1% | $158-23.6% |