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| Provider | Service type | Compensation |
|---|---|---|
LATITUDE SERVICE COMPANY INC2 years Filed as: LATITUDE SERVICE COMPANY, INC Service code 10 · EIN 82-1371994 | Accounting | $1,273 |
AMERICAN FUNDS4 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 15 · EIN 95-6817943 | Recordkeeping | $525 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,748 | $64,119-86.4% | $112,228-92.2% | $66,914-86.9% |
| Participation rate | 67.2% | 68.5%-1.2pp | 75.1%-7.8pp | 69.8%-2.6pp |
| Annual return | -18.34% | -13.81%-4.5pp | 27.45%-45.8pp | 1.58%-19.9pp |
| Employer contribution / active EE | $873 | $3,005-70.9% | $3,635-76.0% | $2,544-65.7% |
| Participant deferral / active EE | $1,741 | $3,693-52.9% | $4,728-63.2% | $4,237-58.9% |
| Admin fee / account holder | $11 | $625-98.3% | $6,410-99.8% | $593-98.2% |