Filed April 2, 2014 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
LATITUDE SERVICE COMPANY INC4 years Filed as: LATITUDE SERVICE COMPANY, INC Service code 49 1500 NORTH OAK DRIVE · PLYMOUTH, IN 465633431 | Other Services | $108,317 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $50,688 |
TRUSTMONT ADVISORY GROUP1 year Filed as: TRUSTMONT FINANCIAL GROUP, INC. Service code 15 | Recordkeeping | $44,917 |
Filed as: RAYMOND JAMES Service code 26 880 CARILLON PKWY · SAINT PETERSBURG, FL 33716 | Advisory (Participants) | $16,580 |
LATITUDE SERVICE COMPANY INC6 years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 49 | Other Services | $12,159 |
FIDUCIARY WISE, LLC3 years Service code 14 2487 S GILBERT · GILBERT, AZ 85295 | Plan Administrator | $6,840 |
TRUSTMONT ADVISORY GROUP1 year Filed as: TRUSTMONT FINANCIAL GROUP, INC Service code 26 200 BRUSH RUN ROAD SUITE A · GREENSBURG, PA 15601 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,286 | $53,204-80.7% | $155,556-93.4% | $200,096-94.9% |
| Participation rate | 100.0% | 64.1%+35.8pp | 78.2%+21.7pp | 72.0%+27.9pp |
| Annual return | 8.57% | 41.02%-32.5pp | 64.84%-56.3pp | 34.26%-25.7pp |
| Employer contribution / active EE | $2,065 | $1,850+11.6% | $4,675-55.8% | $3,038-32.0% |
| Participant deferral / active EE | $0 | $3,163-100.0% | $5,631-100.0% | $5,090-100.0% |
| Admin fee / account holder | $48 | $186-74.4% | $15,885-99.7% | $269-82.3% |