Filed March 12, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
LAKESIDE WEALTH MANAGEMENT2 years Service code 26 3100 VILLAGE POINT · CHESTERTON, IN 46304 | Advisory (Participants) | $11,796 |
Service code 19 · EIN 32-0169227 | Securities Custodian | $8,747 |
NILES LANKFORD GROUP, INC.2 years Service code 13 · EIN 35-1580587 | Contract Administrator | $7,544 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $27,733 | $35,485-21.8% | $74,551-62.8% | $55,725-50.2% |
| Participation rate | 28.2% | 62.5%-34.4pp | 69.1%-41.0pp | 70.9%-42.7pp |
| Annual return | 4.14% | 0.72%+3.4pp | 32.53%-28.4pp | 244.93%-240.8pp |
| Employer contribution / active EE | $255 | $777-67.2% | $1,961-87.0% | $2,078-87.7% |
| Participant deferral / active EE | $664 | $2,181-69.5% | $3,108-78.6% | $3,356-80.2% |
| Admin fee / account holder | $240 | $114+110.0% | $5,059-95.3% | $115+108.4% |