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| Provider | Service type | Compensation |
|---|---|---|
CLS INVESTMENTS6 years Filed as: CLS INVESTMENT FIRM, LLC Service code 27 4020 S. 147TH ST · OMAHA, NE 68137 | Advisory (Plan) | $96,073 |
Service code 15 1500 NORTH OAK DRIVE, SUITE B · PLYMOUTH, IN 46563 | Recordkeeping | $53,887 |
LATITUDE SERVICE COMPANY INC4 years Filed as: LATITUDE SERVICE COMPANY, INC Service code 49 1500 NORTH OAK DRIVE · PLYMOUTH, IN 46563 | Other Services | $14,621 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,180 | $46,332-0.3% | $143,797-67.9% | $64,824-28.8% |
| Participation rate | 65.4% | 64.2%+1.1pp | 80.3%-14.9pp | 71.5%-6.1pp |
| Annual return | -12.54% | -10.05%-2.5pp | -0.04%-12.5pp | 32.84%-45.4pp |
| Employer contribution / active EE | $1,095 | $1,911-42.7% | $4,952-77.9% | $2,507-56.3% |
| Participant deferral / active EE | $3,144 | $2,647+18.7% | $5,638-44.2% | $4,311-27.1% |
| Admin fee / account holder | $308 | $154+99.9% | $14,679-97.9% | $188+63.8% |