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 |
|---|---|---|
Filed as: LATITUDE SERVICE COMPANY, INC. Service code 49 1500 NORTH OAK DRIVE · PLYMOUTH, IN 465633431 | Other Services | $65,220 |
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $45,145 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADV FIN NET (FINET) Service code 26 ADVISORY BILLING H0006-08R · SAINT LOUIS, MO 63103 | Advisory (Participants) | $8,090 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,694 | $47,456-88.0% | $172,739-96.7% | $77,787-92.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 82.6%+17.4pp | 73.2%+26.8pp |
| Annual return | 20.89% | 35.57%-14.7pp | 802.84%-782.0pp | 32.57%-11.7pp |
| Employer contribution / active EE | $1,593 | $1,574+1.2% | $5,143-69.0% | $2,504-36.4% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,967-100.0% |
| Admin fee / account holder | $51 | $81-37.2% | $13,954-99.6% | $100-49.3% |