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| Provider | Service type | Compensation |
|---|---|---|
LAKESIDE WEALTH MANAGEMENT1+ years Filed as: LAKESIDE WEALTH MANAGEMENT GROUP Service code 27 · EIN 20-4455433 | Advisory (Plan) | $25,000 |
STEWART C. MILLER & CO., INC.1+ years Filed as: STEWART C MILLER Service code 14 · EIN 35-1820020 | Plan Administrator | $10,856 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $6,337 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Trustee (directed); Trustee (bank, tr... | $5,281 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,231 | $52,884-33.4% | $84,753-58.4% | $55,167-36.1% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | -3.08% | 18.03%-21.1pp | 22.78%-25.9pp | 169.23%-172.3pp |
| Employer contribution / active EE | $286 | $2,233-87.2% | $3,574-92.0% | $1,963-85.4% |
| Participant deferral / active EE | $3,034 | $2,644+14.8% | $3,712-18.3% | $3,054-0.7% |
| Admin fee / account holder | $236 | $581-59.3% | $5,333-95.6% | $504-53.1% |