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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) | $16,862 |
LATITUDE SERVICE COMPANY INC5 years Filed as: LATITUDE SERVICE COMPANY, INC Service code 13 · EIN 82-1371994 1500 NORTH OAK DRIVE · PLYMOUTH, IN 46563 | Contract Administrator | $15,343 |
Service code 19 · EIN 32-0169227 1500 NORTH OAK DRIVE, SUITE B · PLYMOUTH, IN 46563 | Securities Custodian | $12,907 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,296 | $45,343+33.0% | $150,298-59.9% | $67,986-11.3% |
| Participation rate | 36.9% | 51.9%-15.0pp | 77.8%-40.9pp | 57.2%-20.3pp |
| Annual return | 13.42% | 33.28%-19.9pp | 62.79%-49.4pp | 31.67%-18.2pp |
| Employer contribution / active EE | $654 | $1,462-55.3% | $4,154-84.3% | $2,019-67.6% |
| Participant deferral / active EE | $1,258 | $2,055-38.8% | $5,453-76.9% | $3,358-62.5% |
| Admin fee / account holder | $594 | $2,250-73.6% | $14,116-95.8% | $3,203-81.5% |