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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RETIREMENT PLAN ADVISORS LTD Service code 27 · EIN 63-1156117 9467 MONTGOMERY ROAD · CINCINNATI, OH 45242 | Advisory (Plan) | $16,765 |
Service code 19 · EIN 32-0169227 1500 NORTH OAK DRIVE, SUITE B · PLYMOUTH, IN 46563 | Securities Custodian | $13,077 |
LATITUDE SERVICE COMPANY INC4 years Filed as: LATITUDE SERVICE COMPANY, INC Service code 13 · EIN 82-1371994 1500 NORTH OAK DRIVE · PLYMOUTH, IN 46563 | Contract Administrator | $10,293 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,082 | $55,470+6.5% | $155,556-62.0% | $74,478-20.7% |
| Participation rate | 40.3% | 61.9%-21.7pp | 78.2%-38.0pp | 67.2%-27.0pp |
| Annual return | 8.23% | 269.80%-261.6pp | 64.84%-56.6pp | 1370.56%-1362.3pp |
| Employer contribution / active EE | $763 | $2,267-66.3% | $4,675-83.7% | $2,626-70.9% |
| Participant deferral / active EE | $1,437 | $2,838-49.4% | $5,631-74.5% | $4,350-67.0% |
| Admin fee / account holder | $573 | $1,744-67.1% | $15,885-96.4% | $1,946-70.5% |