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| Provider | Service type | Compensation |
|---|---|---|
LAKE CITY BANK1 year Filed as: LAKE WATER CAPITAL, LLC - 932431595 Service code 99 | Other Fees | $19,724 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 82-4555287 | Recordkeeping Fees | $12,301 |
Service code 49 | Other Services | $1,190 |
MORNINGSTAR1 year Filed as: MORNINGSTAR - 363297908 Service code 27 | Advisory (Plan) | $159 |
LAKE WATER CAPITAL, LLC1 year Service code 99 · EIN 93-2431595 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,422 | $29,507-30.8% | $56,025-63.5% | $77,762-73.7% |
| Participation rate | 27.0% | 32.7%-5.8pp | 52.5%-25.5pp | 70.6%-43.6pp |
| Annual return | 24.31% | 18.90%+5.4pp | 1712.69%-1688.4pp | 31.27%-7.0pp |
| Employer contribution / active EE | $619 | $570+8.6% | $1,042-40.6% | $2,728-77.3% |
| Participant deferral / active EE | $1,114 | $1,062+4.9% | $1,955-43.0% | $4,651-76.1% |
| Admin fee / account holder | $98 | $1,041-90.6% | $2,828-96.5% | $433-77.3% |