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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LION STREET FINANCIAL LLC Service code 27 · EIN 80-0946231 | Advisory (Plan) | $36,923 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $4,167 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,555 |
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 | $150,112 | $63,314+137.1% | $91,004+65.0% | $62,293+141.0% |
| Participation rate | 82.9% | 73.3%+9.6pp | 75.6%+7.3pp | 69.5%+13.4pp |
| Annual return | 16.76% | 21.00%-4.2pp | 4.60%+12.2pp | 28.90%-12.1pp |
| Employer contribution / active EE | $3,912 | $1,807+116.5% | $2,456+59.3% | $2,042+91.6% |
| Participant deferral / active EE | $6,276 | $2,944+113.2% | $3,548+76.9% | $3,169+98.0% |
| Admin fee / account holder | $105 | $468-77.6% | $5,417-98.1% | $479-78.1% |