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| Provider | Service type | Compensation |
|---|---|---|
LATITUDE SERVICE COMPANY INC3 years Filed as: LATITUDE SERVICE COMPANY INC. Service code 49 · EIN 82-1371994 | Other Services | $20,930 |
Filed as: CLARK SCHAEFER HACKET Service code 99 · EIN 11-1000111 | Other Fees | $11,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $511,853 | $81,331+529.3% | $155,534+229.1% | $80,935+532.4% |
| Participation rate | 97.4% | 66.3%+31.1pp | 78.2%+19.2pp | 67.7%+29.7pp |
| Annual return | 14.46% | 33.37%-18.9pp | 64.92%-50.5pp | 35.66%-21.2pp |
| Employer contribution / active EE | $30,585 | $3,105+885.1% | $4,675+554.3% | $2,757+1009.5% |
| Participant deferral / active EE | $15,798 | $3,454+357.3% | $5,630+180.6% | $4,299+267.4% |
| Admin fee / account holder | $135 | $7,999-98.3% | $15,900-99.1% | $6,924-98.0% |