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| Provider | Service type | Compensation |
|---|---|---|
LCM CAPITAL MANAGEMENT4 years Filed as: LCM CAPITAL MANAGEMENT, INC. Service code 51 209 W JACKSON BLVD. · CHICAGO, IL 60606 | Investment Mgmt Fees | $47,637 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,741-100.0% | $220,428-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 10.5%-10.5pp | 43.5%-43.5pp | 1.7%-1.7pp |
| Annual return | 4.26% | 9.03%-4.8pp | 90.61%-86.4pp | 627.08%-622.8pp |
| Employer contribution / active EE | $15,815 | $13,843+14.2% | $32,730-51.7% | $18,824-16.0% |
| Participant deferral / active EE | $0 | $126-100.0% | $40-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $249-100.0% | $12,805-100.0% | $1,923-100.0% |