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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 | $43,496+38.6% | $161,489-62.7% | $64,340-6.3% |
| Participation rate | 36.9% | 53.5%-16.7pp | 78.7%-41.8pp | 55.2%-18.4pp |
| Annual return | 13.42% | 20.76%-7.3pp | 89.72%-76.3pp | 24.14%-10.7pp |
| Employer contribution / active EE | $654 | $1,431-54.3% | $4,268-84.7% | $1,862-64.9% |
| Participant deferral / active EE | $1,258 | $1,996-37.0% | $5,630-77.7% | $2,980-57.8% |
| Admin fee / account holder | $594 | $2,330-74.5% | $16,006-96.3% | $3,703-84.0% |