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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 32-0169227 | Recordkeeping Fees | $36,533 |
SYM FINANCIAL CORPORATION3 years Filed as: SYM FINANCIAL CORP Service code 28 · EIN 35-1550787 | Investment Management | $33,037 |
LATITUDE SERVICE COMPANY INC3 years Filed as: LATITUDE SERVICE COMPANY, INC Service code 13 · EIN 82-1371994 | Contract Administrator | $23,179 |
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 | $124,170 | $101,672+22.1% | $147,117-15.6% | $74,478+66.7% |
| Participation rate | 96.2% | 75.5%+20.6pp | 82.2%+14.0pp | 67.2%+29.0pp |
| Annual return | 14.01% | 8757.83%-8743.8pp | 420.54%-406.5pp | 1370.56%-1356.6pp |
| Employer contribution / active EE | $3,981 | $3,813+4.4% | $4,932-19.3% | $2,626+51.6% |
| Participant deferral / active EE | $9,251 | $7,305+26.6% | $8,065+14.7% | $4,350+112.7% |
| Admin fee / account holder | $583 | $1,753-66.7% | $12,993-95.5% | $1,946-70.0% |