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| Provider | Service type | Compensation |
|---|---|---|
LAKESIDE WEALTH MANAGEMENT2 years Filed as: LAKESIDE WEALTH MANAGEMENT GROUP Service code 26 3100 VILLAGE POINT · CHESTERTON, IN 46304 | Advisory (Participants) | $7,653 |
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $5,770 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $8,223 | $52,961-84.5% | $172,752-95.2% | $65,185-87.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 5.54% | 30.12%-24.6pp | 802.97%-797.4pp | 29.38%-23.8pp |
| Employer contribution / active EE | $528 | $2,190-75.9% | $5,144-89.7% | $2,177-75.7% |
| Participant deferral / active EE | $839 | $2,471-66.1% | $5,198-83.9% | $3,514-76.1% |
| Admin fee / account holder | $102 | $472-78.4% | $13,955-99.3% | $847-88.0% |