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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LATITUDE SERVICE COMPANY, INC. Service code 12 · EIN 82-1371994 | Recordkeeping fees; Recordkeeping and... | $20,830 |
COMERICA BANK4+ years Service code 19 · EIN 38-2702003 | Securities Custodian | $13,554 |
PLANTE & MORAN, PLLC4+ years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 | Accounting | $9,400 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $45,123 | $55,449-18.6% | $83,830-46.2% | $56,287-19.8% |
| Participation rate | 74.2% | 68.0%+6.2pp | 76.1%-1.9pp | 69.9%+4.4pp |
| Annual return | -2.74% | -1.38%-1.4pp | 850.97%-853.7pp | -9.96%+7.2pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $263 | $656-59.9% | $5,479-95.2% | $521-49.5% |