Filed October 11, 2022
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| Provider | Service type | Compensation |
|---|---|---|
INTEGRATED WEALTH CONCEPTS LLC1+ years Filed as: INTEGRATED WEALTH ADVISORS, INC Service code 26 4440 W 109TH ST · OVERLAND PARK, KS 66211 | Advisory (Participants) | $10,672 |
Filed as: NORTH AMERICAN KTRADE ALLIANCE LLC Service code 10 · EIN 48-0890241 | Accounting | $5,520 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $23,327 | $54,390-57.1% | $117,039-80.1% | $69,631-66.5% |
| Participation rate | 37.6% | 58.5%-20.9pp | 77.2%-39.6pp | 70.7%-33.1pp |
| Annual return | 142.78% | 18.33%+124.5pp | 18.95%+123.8pp | 27571.02%-27428.2pp |
| Employer contribution / active EE | $655 | $1,357-51.7% | $3,785-82.7% | $2,032-67.8% |
| Participant deferral / active EE | $1,075 | $2,076-48.2% | $3,929-72.6% | $3,224-66.7% |
| Admin fee / account holder | $148 | $98+51.7% | $5,974-97.5% | $110+34.3% |