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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LAKESIDE WEALTH MANAGEMENT GROUP Service code 26 3100 VILLAGE POINT · CHESTERTON, IN 46304 | Advisory (Participants) | $5,377 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $8,446 | $47,977-82.4% | $154,111-94.5% | $56,287-85.0% |
| Participation rate | 87.5% | 66.2%+21.3pp | 83.0%+4.5pp | 69.9%+17.6pp |
| Annual return | 11.61% | 3.54%+8.1pp | 735.18%-723.6pp | -9.96%+21.6pp |
| Employer contribution / active EE | $471 | $2,169-78.3% | $5,298-91.1% | $2,111-77.7% |
| Participant deferral / active EE | $772 | $2,392-67.7% | $5,081-84.8% | $3,350-77.0% |
| Admin fee / account holder | $84 | $438-80.8% | $13,411-99.4% | $521-83.9% |