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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $43,843 |
LAKESIDE WEALTH MANAGEMENT2 years Filed as: LAKESIDE WEALTH MANAGEMENT, LLC Service code 27 · EIN 20-4455433 | Advisory (Plan) | $25,091 |
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 | $57,175 | $62,928-9.1% | $172,753-66.9% | $67,582-15.4% |
| Participation rate | 46.5% | 64.5%-17.9pp | 82.6%-36.1pp | 71.3%-24.7pp |
| Annual return | 20.83% | 30.36%-9.5pp | 803.00%-782.2pp | 378.57%-357.7pp |
| Employer contribution / active EE | $722 | $1,636-55.9% | $5,144-86.0% | $2,148-66.4% |
| Participant deferral / active EE | $1,478 | $2,145-31.1% | $5,198-71.6% | $3,539-58.2% |
| Admin fee / account holder | $248 | $167+49.1% | $13,956-98.2% | $142+74.5% |