Filed April 12, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
ADVANCED PLAN DESIGNS, LLC5 years Filed as: ADVANCED PLAN DESIGNS Service code 10 · EIN 46-1665651 620 W. REPUBLIC RD SUITE 105 · SPRINGFIELD, MO 65807 | Accounting | $0 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVE · SANTA MONICA, CA 90401 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,495 | $50,199-39.3% | $69,890-56.4% | $66,949-54.5% |
| Participation rate | 97.9% | 66.3%+31.5pp | 70.5%+27.4pp | 69.8%+28.1pp |
| Annual return | -14.68% | -13.85%-0.8pp | 190.84%-205.5pp | 1.57%-16.3pp |
| Employer contribution / active EE | $2,666 | $1,864+43.0% | $2,560+4.1% | $2,545+4.7% |
| Participant deferral / active EE | $2,033 | $3,112-34.7% | $3,848-47.2% | $4,239-52.0% |
| Admin fee / account holder | $181 | $600-69.8% | $6,267-97.1% | $594-69.4% |