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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL8 years Filed as: LION STREET FINANCIAL LLC Service code 27 · EIN 80-0946231 | Advisory (Plan) | $50,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$8,294 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,240 | $92,186+60.8% | $105,624+40.3% | $77,762+90.6% |
| Participation rate | 97.5% | 81.0%+16.5pp | 75.3%+22.2pp | 70.6%+26.9pp |
| Annual return | 18.79% | 17.83%+1.0pp | 116.20%-97.4pp | 31.27%-12.5pp |
| Employer contribution / active EE | $5,412 | $3,376+60.3% | $3,168+70.8% | $2,728+98.4% |
| Participant deferral / active EE | $9,634 | $5,395+78.6% | $5,013+92.2% | $4,651+107.1% |
| Admin fee / account holder | $99 | $219-54.7% | $10,961-99.1% | $433-77.1% |