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| Provider | Service type | Compensation |
|---|---|---|
SYM FINANCIAL CORPORATION2 years Filed as: SYM FINANCIAL CORP Service code 28 · EIN 35-1550787 | Investment Management | $34,514 |
Service code 64 · EIN 32-0169227 | Recordkeeping Fees | $30,389 |
LATITUDE SERVICE COMPANY INC2 years Filed as: LATITUDE SERVICE COMPANY, INC Service code 13 · EIN 82-1371994 | Contract Administrator | $18,835 |
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 | $149,588 | $91,424+63.6% | $135,942+10.0% | $71,495+109.2% |
| Participation rate | 94.7% | 75.7%+19.1pp | 81.9%+12.8pp | 67.9%+26.8pp |
| Annual return | 17.03% | 29.90%-12.9pp | 68.28%-51.2pp | 28.85%-11.8pp |
| Employer contribution / active EE | $5,896 | $3,704+59.2% | $4,858+21.4% | $2,589+127.7% |
| Participant deferral / active EE | $9,855 | $7,092+38.9% | $7,759+27.0% | $4,291+129.7% |
| Admin fee / account holder | $607 | $1,266-52.1% | $10,764-94.4% | $1,588-61.8% |