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| Provider | Service type | Compensation |
|---|---|---|
STEWART C. MILLER & CO., INC.3+ years Filed as: STEWART C. MILLER & COMPANY, INC Service code 14 · EIN 35-1820020 | Plan Administrator | $158,298 |
LAKESIDE WEALTH MANAGEMENT3+ years Filed as: LAKESIDE WEALTH MANAGEMENT GROUP Service code 27 · EIN 20-4455433 | Advisory (Plan) | $50,000 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Investment management fees paid indir... | $22,459 |
ASHER, GITTLER & D'ALBA, LTD.3+ years Service code 29 · EIN 36-2786883 | Legal | $15,526 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $12,200 |
UNDERWOOD INSURANCE AGENCY, INC.3+ years Service code 22 · EIN 35-1975594 | Insurance Broker | $9,555 |
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 | $0 | $60,545-100.0% | $92,240-100.0% | $69,631-100.0% |
| Participation rate | 0.0% | 72.2%-72.2pp | 76.5%-76.5pp | 70.7%-70.7pp |
| Annual return | 15.22% | 19.71%-4.5pp | 176.29%-161.1pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $5,658 | $2,633+114.9% | $3,680+53.8% | $2,032+178.4% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $5,194-100.0% | $110-100.0% |