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| Provider | Service type | Compensation |
|---|---|---|
LATITUDE SERVICE COMPANY INC1+ years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 13 · EIN 82-1371994 | Contract Administrator | $22,101 |
Service code 64 · EIN 32-0169227 | Recordkeeping Fees | $12,921 |
CETERA ADVISOR NETWORKS LLC1+ years Filed as: CETERA ADVISORS, LLC Service code 28 · EIN 84-0858799 | Investment Management | $7,763 |
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,290 | $30,107-89.1% | $61,452-94.6% | $64,819-94.9% |
| Participation rate | 72.8% | 36.4%+36.4pp | 52.6%+20.2pp | 71.5%+1.3pp |
| Annual return | -19.29% | -13.99%-5.3pp | 338.96%-358.2pp | 32.84%-52.1pp |
| Employer contribution / active EE | $608 | $537+13.2% | $1,160-47.6% | $2,507-75.8% |
| Participant deferral / active EE | $726 | $1,126-35.5% | $2,125-65.8% | $4,311-83.2% |
| Admin fee / account holder | $76 | $148-49.0% | $2,131-96.5% | $188-59.7% |