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 |
|---|---|---|
OXFORD FINANCIAL GROUP, LTD8+ years Service code 26 11711 NORTH MERIDIAN STREET · CARMEL, IN 46032 | Advisory (Participants) | $34,000 |
Service code 15 · EIN 32-0169227 | Recordkeeping | $28,389 |
CROWE LLP1 year Filed as: CROWE, LLP Service code 10 P.O. BOX 71570 · CHICAGO, IL 60694 | Accounting | $9,754 |
LATITUDE SERVICE COMPANY INC4 years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 49 · EIN 82-1371994 | Other Services | $9,628 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,053 | $48,432+30.2% | $121,210-48.0% | $71,529-11.8% |
| Participation rate | 82.5% | 54.3%+28.2pp | 69.5%+13.0pp | 67.9%+14.6pp |
| Annual return | 9.54% | 23.28%-13.7pp | 987.41%-977.9pp | 28.97%-19.4pp |
| Employer contribution / active EE | $2,034 | $1,493+36.3% | $4,171-51.2% | $2,590-21.5% |
| Participant deferral / active EE | $4,387 | $2,756+59.2% | $4,084+7.4% | $4,291+2.2% |
| Admin fee / account holder | $371 | $1,845-79.9% | $5,647-93.4% | $1,588-76.6% |