Filed January 20, 1999
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 |
|---|---|---|
NORTH AMERICAN KTRADE ALLIANCE, LLC10+ years Service code 15 · EIN 32-0169227 | Recordkeeping | $37,606 |
OXFORD FINANCIAL GROUP, LTD10+ years Service code 26 11711 NORTH MERIDIAN STREET · CARMEL, IN 46032 | Advisory (Participants) | $34,000 |
CROWE LLP3 years Filed as: CROWE, LLP Service code 10 P.O. BOX 71570 · CHICAGO, IL 60694 | Accounting | $23,349 |
LATITUDE SERVICE COMPANY INC6 years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 49 · EIN 82-1371994 | Other Services | $9,063 |
Filed as: FIDELITY PERSONAL TRUST COMPANY FSB Service code 18 · EIN 04-3523567 | Shareholder servicing fees; Custodial... | $6,701 |
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 | $87,792 | $58,408+50.3% | $180,320-51.3% | $69,733+25.9% |
| Participation rate | 86.2% | 54.2%+32.0pp | 71.5%+14.6pp | 62.5%+23.7pp |
| Annual return | 11.45% | 15.02%-3.6pp | 778.54%-767.1pp | 15.22%-3.8pp |
| Employer contribution / active EE | $2,783 | $1,159+140.1% | $4,108-32.3% | $2,250+23.7% |
| Participant deferral / active EE | $5,269 | $2,723+93.5% | $4,304+22.4% | $3,054+72.5% |
| Admin fee / account holder | $478 | $4,205-88.6% | $10,000-95.2% | $3,102-84.6% |