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| Provider | Service type | Compensation |
|---|---|---|
LION STREET ADVISORS LLC1 year Filed as: LION STREET ADVISORS Service code 26 · EIN 80-0946231 | Advisory (Participants) | $14,966 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $1,385 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,599 | $46,173-9.9% | $170,435-75.6% | $69,631-40.3% |
| Participation rate | 41.3% | 63.9%-22.6pp | 83.6%-42.3pp | 70.7%-29.3pp |
| Annual return | 12.48% | 21.62%-9.1pp | 205.94%-193.5pp | 27571.02%-27558.5pp |
| Employer contribution / active EE | $696 | $1,610-56.8% | $5,432-87.2% | $2,032-65.8% |
| Participant deferral / active EE | $2,190 | $2,080+5.3% | $4,939-55.7% | $3,224-32.1% |
| Admin fee / account holder | $70 | $116-39.2% | $13,881-99.5% | $110-36.2% |