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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $14,075 |
LAKESIDE WEALTH MANAGEMENT1 year Service code 27 · EIN 20-4455433 | Advisory (Plan) | $8,475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,602 | $62,267-74.9% | $110,238-85.8% | $55,725-72.0% |
| Participation rate | 69.0% | 78.1%-9.1pp | 79.8%-10.8pp | 70.9%-1.9pp |
| Annual return | -13.50% | -1.07%-12.4pp | 314.74%-328.2pp | 244.93%-258.4pp |
| Employer contribution / active EE | $1,252 | $1,941-35.5% | $3,826-67.3% | $2,078-39.8% |
| Participant deferral / active EE | $1,973 | $3,516-43.9% | $4,672-57.8% | $3,356-41.2% |
| Admin fee / account holder | $96 | $121-20.3% | $8,547-98.9% | $115-16.3% |