Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STEWART C. MILLER & CO., INC.1+ years Filed as: STEWART C. MILLER & COMPANY, INC Service code 14 · EIN 35-1820020 | Plan Administrator | $161,415 |
LAKESIDE WEALTH MANAGEMENT1+ years Filed as: LAKESIDE WEALTH MANAGEMENT GROUP Service code 27 · EIN 20-4455433 | Advisory (Plan) | $50,000 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Trustee (directed); Custodial (securi... | $21,863 |
ASHER, GITTLER & D'ALBA, LTD.1+ years Service code 29 · EIN 36-2786883 | Legal | $16,993 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $11,900 |
UNDERWOOD INSURANCE AGENCY, INC.1+ years Service code 22 · EIN 35-1975594 | Insurance Broker | $9,354 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,961 | $50,498-28.8% | $75,784-52.5% | $55,191-34.8% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | -0.64% | 1.80%-2.4pp | 9.68%-10.3pp | 10.78%-11.4pp |
| Employer contribution / active EE | $4,514 | $2,291+97.0% | $3,323+35.8% | $1,899+137.7% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $230 | $123+87.1% | $5,300-95.7% | $91+153.5% |