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| Provider | Service type | Compensation |
|---|---|---|
LATITUDE SERVICE COMPANY INC4 years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 49 · EIN 82-1371994 1500 NORTH OAK DRIVE · PLYMOUTH, IN 46563 | Other Services | $10,965 |
THE WINDSOR GROUP LTD1 year Filed as: THE WINDSOR GROUP Service code 51 · EIN 35-1691197 500 E 96TH ST STE 450 · INDIANAPOLIS, IN 46240 | Investment Mgmt Fees | $5,972 |
Service code 15 · EIN 32-0169227 1500 NORTH OAK DR · PLYMOUTH, IN 46563 | Recordkeeping | $1,881 |
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 | $305,210 | $65,125+368.7% | $143,797+112.3% | $66,949+355.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -16.30% | -11.13%-5.2pp | -0.04%-16.3pp | 1.57%-17.9pp |
| Employer contribution / active EE | $17,831 | $2,362+654.8% | $4,952+260.1% | $2,545+600.5% |
| Participant deferral / active EE | $11,737 | $2,920+301.9% | $5,638+108.2% | $4,239+176.9% |
| Admin fee / account holder | $959 | $503+90.8% | $14,679-93.5% | $594+61.6% |