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| Provider | Service type | Compensation |
|---|---|---|
CLS INVESTMENTS4 years Filed as: CLS INVESTMENT FIRM, LLC Service code 27 · EIN 32-0070947 | Advisory (Plan) | $77,318 |
Service code 15 · EIN 32-0169227 | Recordkeeping | $44,639 |
LATITUDE SERVICE COMPANY INC2 years Filed as: LATITUDE SERVICE COMPANY, INC Service code 49 1500 NORTH OAK DRIVE · PLYMOUTH, IN 46563 | Other Services | $8,087 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,782 | $52,293+12.4% | $178,503-67.1% | $73,412-19.9% |
| Participation rate | 57.9% | 65.3%-7.5pp | 81.9%-24.1pp | 72.2%-14.3pp |
| Annual return | 10.47% | 34.75%-24.3pp | 151.12%-140.6pp | 59.30%-48.8pp |
| Employer contribution / active EE | $1,061 | $1,736-38.9% | $5,011-78.8% | $2,234-52.5% |
| Participant deferral / active EE | $2,925 | $2,333+25.4% | $5,202-43.8% | $3,806-23.1% |
| Admin fee / account holder | $346 | $127+171.7% | $13,987-97.5% | $158+119.1% |