Filed March 12, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 32-0169227 | Securities Custodian | $11,468 |
LAKESIDE WEALTH MANAGEMENT4 years Service code 26 3100 VILLAGE POINT · CHESTERTON, IN 46304 | Advisory (Participants) | $9,798 |
LATITUDE SERVICE COMPANY INC2 years Filed as: LATITUDE RETIREMENT, INC. Service code 13 · EIN 82-1371994 | Contract Administrator | $9,113 |
Service code 13 · EIN 26-0058143 | Contract Administrator | $3,840 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,852 | $64,286-69.1% | $90,970-78.2% | $73,412-73.0% |
| Participation rate | 47.2% | 63.6%-16.4pp | 69.0%-21.8pp | 72.2%-25.0pp |
| Annual return | 16.44% | 21.46%-5.0pp | 134.60%-118.2pp | 59.30%-42.9pp |
| Employer contribution / active EE | $390 | $895-56.5% | $2,122-81.6% | $2,234-82.6% |
| Participant deferral / active EE | $911 | $2,453-62.9% | $3,373-73.0% | $3,806-76.1% |
| Admin fee / account holder | $154 | $287-46.3% | $5,961-97.4% | $158-2.3% |