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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $35,697 |
Filed as: LAKESIDE WEALTH MANAGEMENT, LLC Service code 27 · EIN 20-4455433 | Advisory (Plan) | $20,412 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,138 | $37,196+34.8% | $154,108-67.5% | $55,725-10.0% |
| Participation rate | 42.8% | 64.1%-21.3pp | 83.0%-40.2pp | 70.9%-28.0pp |
| Annual return | -4.31% | 1319.68%-1324.0pp | 735.21%-739.5pp | 244.93%-249.2pp |
| Employer contribution / active EE | $658 | $1,614-59.2% | $5,298-87.6% | $2,078-68.3% |
| Participant deferral / active EE | $1,452 | $2,068-29.8% | $5,081-71.4% | $3,356-56.7% |
| Admin fee / account holder | $218 | $102+114.2% | $13,411-98.4% | $115+88.9% |