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| Provider | Service type | Compensation |
|---|---|---|
STEWART C. MILLER & CO., INC.4+ years Filed as: STEWART C. MILLER & CO INC Service code 15 · EIN 35-1820020 | Recordkeeping | $37,146 |
LAKESIDE WEALTH MANAGEMENT4+ years Filed as: LAKESIDE WEALTH MANAGEMENT GROUP Service code 27 · EIN 20-4455433 | Advisory (Plan) | $20,000 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $14,200 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $9,206 |
ASHER, GITTLER & D'ALBA, LTD.4+ years Filed as: ASHER GITTLER & D'ALBA LTD Service code 29 · EIN 36-2786883 | Legal | $6,514 |
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.
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 | $29,823 | $56,443-47.2% | $83,850-64.4% | $55,725-46.5% |
| Participation rate | 98.5% | 72.0%+26.5pp | 76.1%+22.4pp | 70.9%+27.7pp |
| Annual return | -8.21% | 393.67%-401.9pp | 850.92%-859.1pp | 244.93%-253.1pp |
| Employer contribution / active EE | $7,952 | $2,682+196.5% | $3,631+119.0% | $2,078+282.7% |
| Participant deferral / active EE | $290 | $2,965-90.2% | $4,082-92.9% | $3,356-91.4% |
| Admin fee / account holder | $226 | $156+44.8% | $5,478-95.9% | $115+96.3% |