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| Provider | Service type | Compensation |
|---|---|---|
STEWART C. MILLER & CO., INC.2+ years Filed as: STEWART C. MILLER & COMPANY, INC Service code 14 · EIN 35-1820020 | Plan Administrator | $166,031 |
LAKESIDE WEALTH MANAGEMENT2+ years Filed as: LAKESIDE WEALTH MANAGEMENT GROUP Service code 27 · EIN 20-4455433 | Advisory (Plan) | $50,000 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Trustee (directed); Custodial (other ... | $20,847 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $12,200 |
ASHER, GITTLER & D'ALBA, LTD.2+ years Service code 29 · EIN 36-2786883 | Legal | $9,877 |
UNDERWOOD INSURANCE AGENCY, INC.2+ years Service code 22 · EIN 35-1975594 | Insurance Broker | $8,674 |
Filed as: JP MORGAN CHASE BANK N.A. Service code 15 · EIN 13-4994650 | Recordkeeping | $1,166 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,950 | $57,921-34.5% | $84,753-55.2% | $57,658-34.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 4.65% | 10.24%-5.6pp | 22.78%-18.1pp | 5.13%-0.5pp |
| Employer contribution / active EE | $4,372 | $2,598+68.3% | $3,574+22.3% | $1,974+121.5% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $240 | $130+85.4% | $5,333-95.5% | $95+154.3% |