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| Provider | Service type | Compensation |
|---|---|---|
LAKESIDE WEALTH MANAGEMENT5 years Filed as: LAKESIDE WEALTH MANAGEMENT GROUP Service code 26 3100 VILLAGE POINT · CHESTERTON, IN 46304 | Advisory (Participants) | $12,930 |
NATIONWIDE4 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $9,890 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,613 | $65,083-79.1% | $143,788-90.5% | $66,930-79.7% |
| Participation rate | 76.2% | 65.2%+11.0pp | 80.3%-4.1pp | 69.8%+6.4pp |
| Annual return | 2.26% | -11.13%+13.4pp | -0.03%+2.3pp | 1.57%+0.7pp |
| Employer contribution / active EE | $622 | $2,361-73.7% | $4,952-87.4% | $2,545-75.6% |
| Participant deferral / active EE | $922 | $2,920-68.4% | $5,638-83.6% | $4,238-78.2% |
| Admin fee / account holder | $170 | $502-66.2% | $14,675-98.8% | $593-71.4% |