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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SYM FINANCIAL CORP Service code 28 · EIN 35-1550787 | Investment Management | $36,948 |
Service code 64 · EIN 32-0169227 | Recordkeeping Fees | $29,959 |
Filed as: LATITUDE SERVICE COMPANY, INC Service code 13 · EIN 82-1371994 | Contract Administrator | $20,104 |
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 | $140,958 | $84,493+66.8% | $125,381+12.4% | $66,938+110.6% |
| Participation rate | 91.4% | 76.4%+15.0pp | 82.4%+9.0pp | 69.8%+21.6pp |
| Annual return | -14.40% | -8.49%-5.9pp | 572.31%-586.7pp | 1.58%-16.0pp |
| Employer contribution / active EE | $7,640 | $3,554+115.0% | $4,815+58.7% | $2,545+200.2% |
| Participant deferral / active EE | $10,632 | $6,783+56.7% | $7,448+42.8% | $4,238+150.9% |
| Admin fee / account holder | $719 | $685+5.0% | $10,007-92.8% | $594+21.2% |