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| Provider | Service type | Compensation |
|---|---|---|
LAKESIDE WEALTH MANAGEMENT4+ years Filed as: LAKESIDE WEALTH MANAGEMENT GROUP Service code 27 · EIN 20-4455433 | Advisory (Plan) | $25,000 |
STEWART C. MILLER & CO., INC.4+ years Filed as: STEWART C MILLER Service code 14 · EIN 35-1820020 | Plan Administrator | $10,709 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $6,891 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Trustee (directed); Custodial (securi... | $5,405 |
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 | $40,054 | $63,114-36.5% | $92,909-56.9% | $65,185-38.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 4.60% | 28.75%-24.2pp | 109.44%-104.8pp | 29.38%-24.8pp |
| Employer contribution / active EE | $302 | $2,571-88.2% | $3,653-91.7% | $2,177-86.1% |
| Participant deferral / active EE | $3,198 | $3,108+2.9% | $4,238-24.5% | $3,514-9.0% |
| Admin fee / account holder | $216 | $624-65.4% | $5,795-96.3% | $847-74.5% |