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| Provider | Service type | Compensation |
|---|---|---|
LION STREET ADVISORS LLC1 year Filed as: LION STREET ADVISORS Service code 27 515 CONGRESS ST · AUSITN, TX 78701 | Advisory (Plan) | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $104,210 | $65,322+59.5% | $70,476+47.9% | $73,493+41.8% |
| Participation rate | 98.7% | 77.0%+21.7pp | 75.1%+23.6pp | 70.7%+28.0pp |
| Annual return | 7.45% | 15.71%-8.3pp | 109.12%-101.7pp | 28.51%-21.1pp |
| Employer contribution / active EE | $5,033 | $2,460+104.6% | $2,738+83.8% | $2,270+121.7% |
| Participant deferral / active EE | $7,183 | $3,375+112.8% | $3,710+93.6% | $3,740+92.1% |
| Admin fee / account holder | $330 | $214+54.4% | $3,847-91.4% | $513-35.6% |