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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 32-0169227 | Recordkeeping | $37,964 |
OXFORD FINANCIAL GROUP, LTD2 years Filed as: OXFORD FINANCIAL ADVISORS CORP Service code 26 · EIN 35-1588335 | Advisory (Participants) | $10,303 |
Filed as: LATITUDE SERVICE COMPANY, INC. Service code 14 · EIN 82-1371994 | Plan Administrator | $9,065 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $378,348 | $52,967+614.3% | $172,753+119.0% | $65,186+480.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 18.74% | 30.12%-11.4pp | 803.00%-784.3pp | 29.39%-10.6pp |
| Employer contribution / active EE | $15,450 | $2,190+605.4% | $5,144+200.4% | $2,177+609.8% |
| Participant deferral / active EE | $10,626 | $2,471+330.1% | $5,198+104.4% | $3,514+202.4% |
| Admin fee / account holder | $1,181 | $472+150.2% | $13,956-91.5% | $847+39.4% |