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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 32-0169227 1500 NORTH OAK DRIVE, SUITE B · PLYMOUTH, IN 46563 | Recordkeeping | $47,259 |
LATITUDE SERVICE COMPANY INC3 years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 49 · EIN 82-1371994 1500 NORTH OAK DRIVE · PLYMOUTH, IN 46563 | Other Services | $6,340 |
CHARLES SCHWAB & CO., INC.2 years Service code 18 · EIN 94-1737782 | Custodial (other than securities) | $794 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $379,663 | $61,166+520.7% | $185,849+104.3% | $79,391+378.2% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 13.18% | 19.45%-6.3pp | 122.10%-108.9pp | 116.88%-103.7pp |
| Employer contribution / active EE | $17,305 | $2,321+645.6% | $5,169+234.8% | $2,428+612.8% |
| Participant deferral / active EE | $11,332 | $2,789+306.3% | $5,569+103.5% | $4,046+180.1% |
| Admin fee / account holder | $847 | $710+19.4% | $16,244-94.8% | $627+35.2% |