Filed June 4, 2024 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LAKESIDE WEALTH MANAGEMENT4 years Service code 99 · EIN 20-4455433 | Other Fees | $18,333 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 99 · EIN 26-0058143 | Other Fees | $9,167 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 99 · EIN 35-0316722 | Other Fees | $7,385 |
ASCENSUS LLC1 year Filed as: BADEN GAGE AND SCHROEDER, LLC Service code 99 · EIN 35-0316722 | Other Fees | $7,385 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,815 | $121,341-43.3% | $189,537-63.7% | $79,391-13.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 11.46% | 21.08%-9.6pp | 555.34%-543.9pp | 116.88%-105.4pp |
| Employer contribution / active EE | $3,001 | $3,915-23.3% | $6,161-51.3% | $2,428+23.6% |
| Participant deferral / active EE | $2,921 | $6,395-54.3% | $8,220-64.5% | $4,046-27.8% |
| Admin fee / account holder | $213 | $651-67.3% | $12,048-98.2% | $627-66.0% |