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| Provider | Service type | Compensation |
|---|---|---|
LATITUDE SERVICE COMPANY INC2 years Service code 14 · EIN 82-1371994 1500 NORTH OAK DRIVE · PLYMOUTH, IN 465633431 | Plan Administrator | $33,819 |
NATIONWIDE9+ years Service code 19 ONE NATIONWIDE · COLUMBUS, OH 43215 | Securities Custodian | $29,883 |
BRINKER CAPITAL3 years Filed as: BRINKER CAPITAL INVESTMENTS Service code 26 · EIN 13-4109249 17605 WRIGHT ST. · OMAHA, NE 68130 | Advisory (Participants) | $6,038 |
SECURITIES AMERICA INC4 years Service code 25 12325 PORT GRACE BLVD · LA VISTA, NE 681280001 | Directed Trustee | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,983 | $49,693-71.9% | $70,544-80.2% | $74,460-81.2% |
| Participation rate | 94.4% | 64.7%+29.8pp | 68.4%+26.1pp | 70.7%+23.7pp |
| Annual return | 12.75% | 21.22%-8.5pp | 32.79%-20.0pp | 34.38%-21.6pp |
| Employer contribution / active EE | $1,754 | $1,773-1.1% | $2,976-41.1% | $2,638-33.5% |
| Participant deferral / active EE | $943 | $3,376-72.1% | $4,568-79.3% | $4,530-79.2% |
| Admin fee / account holder | $197 | $316-37.7% | $6,427-96.9% | $348-43.5% |