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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 | $92,090+61.0% | $106,201+39.6% | $77,671+90.9% |
| Participation rate | 97.5% | 81.0%+16.5pp | 75.3%+22.2pp | 70.6%+26.9pp |
| Annual return | 18.79% | 17.89%+0.9pp | 116.26%-97.5pp | 31.21%-12.4pp |
| Employer contribution / active EE | $5,412 | $3,368+60.7% | $3,170+70.7% | $2,726+98.5% |
| Participant deferral / active EE | $9,634 | $5,386+78.8% | $5,012+92.2% | $4,648+107.3% |
| Admin fee / account holder | $99 | $219-54.7% | $11,039-99.1% | $430-76.9% |