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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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,748 | $64,176-86.4% | $112,249-92.2% | $66,938-86.9% |
| Participation rate | 67.2% | 68.4%-1.2pp | 75.1%-7.8pp | 69.8%-2.6pp |
| Annual return | -18.34% | -13.80%-4.5pp | 27.48%-45.8pp | 1.58%-19.9pp |
| Employer contribution / active EE | $873 | $3,007-71.0% | $3,636-76.0% | $2,545-65.7% |
| Participant deferral / active EE | $1,741 | $3,694-52.9% | $4,729-63.2% | $4,238-58.9% |
| Admin fee / account holder | $11 | $626-98.3% | $6,412-99.8% | $594-98.2% |