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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2 years Service code 14 · EIN 52-1590516 | Plan Administrator | $120,232 |
LAKESIDE WEALTH MANAGEMENT5+ years Filed as: LAKESIDE WEALTH MANAGEMENT GROUP Service code 27 · EIN 20-4455433 | Advisory (Plan) | $52,500 |
ASHER, GITTLER & D'ALBA, LTD.5+ years Service code 29 · EIN 36-2786883 | Legal | $18,496 |
LEGACY PROFESSIONALS LLP5+ years Service code 10 · EIN 32-0043599 | Accounting | $14,513 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $14,306 |
UNDERWOOD INSURANCE AGENCY, INC.5+ years Service code 22 · EIN 35-1975594 | Insurance Broker | $9,586 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,398 | $66,601-19.8% | $92,909-42.5% | $67,579-21.0% |
| Participation rate | 94.3% | 72.5%+21.8pp | 76.0%+18.2pp | 71.3%+23.0pp |
| Annual return | 19.65% | 92.58%-72.9pp | 109.44%-89.8pp | 378.56%-358.9pp |
| Employer contribution / active EE | $7,962 | $2,775+186.9% | $3,653+117.9% | $2,148+270.7% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $222 | $199+11.5% | $5,795-96.2% | $142+55.8% |