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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $38,853 |
Service code 27 · EIN 20-4187012 | Advisory (Plan) | $14,193 |
LAKESIDE WEALTH MANAGEMENT3 years Filed as: LAKESIDE WEALTH MANAGEMENT, LLC Service code 27 · EIN 20-4455433 | Advisory (Plan) | $13,677 |
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 | $70,048 | $52,293+34.0% | $178,503-60.8% | $73,412-4.6% |
| Participation rate | 43.1% | 65.3%-22.2pp | 81.9%-38.8pp | 72.2%-29.1pp |
| Annual return | 15.12% | 34.75%-19.6pp | 151.12%-136.0pp | 59.30%-44.2pp |
| Employer contribution / active EE | $740 | $1,736-57.4% | $5,011-85.2% | $2,234-66.9% |
| Participant deferral / active EE | $1,434 | $2,333-38.5% | $5,202-72.4% | $3,806-62.3% |
| Admin fee / account holder | $293 | $127+129.8% | $13,987-97.9% | $158+85.3% |