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 |
|---|---|---|
LAKESIDE WEALTH MANAGEMENT2+ years Filed as: LAKESIDE WEALTH MANAGEMENT GROUP Service code 27 · EIN 20-4455433 | Advisory (Plan) | $25,000 |
STEWART C. MILLER & CO., INC.2+ years Filed as: STEWART C MILLER Service code 14 · EIN 35-1820020 | Plan Administrator | $10,555 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $5,900 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Custodial (other than securities); Cu... | $5,724 |
Filed as: HUNT INSURANCE AGENCY Service code 22 12000 SOUTH HARLEM AVENUE · PALOS HEIGHTS, IL 60463 | Insurance Broker | $5,157 |
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 | $37,885 | $58,726-35.5% | $92,240-58.9% | $62,293-39.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 11.60% | 43.62%-32.0pp | 176.29%-164.7pp | 28.90%-17.3pp |
| Employer contribution / active EE | $237 | $2,392-90.1% | $3,680-93.5% | $2,042-88.4% |
| Participant deferral / active EE | $3,451 | $2,766+24.8% | $3,897-11.4% | $3,169+8.9% |
| Admin fee / account holder | $224 | $556-59.7% | $5,194-95.7% | $479-53.2% |