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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LION STREET FINANCIAL LLC Service code 27 · EIN 80-0946231 | Advisory (Plan) | $49,650 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$23,376 |
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 | $150,439 | $74,347+102.3% | $93,621+60.7% | $67,582+122.6% |
| Participation rate | 79.7% | 80.6%-0.9pp | 75.8%+3.9pp | 71.3%+8.4pp |
| Annual return | 21.91% | 28.07%-6.2pp | 32.76%-10.9pp | 378.57%-356.7pp |
| Employer contribution / active EE | $4,115 | $2,583+59.3% | $2,719+51.4% | $2,148+91.6% |
| Participant deferral / active EE | $6,892 | $4,060+69.7% | $4,070+69.3% | $3,539+94.7% |
| Admin fee / account holder | $107 | $123-12.9% | $7,890-98.6% | $142-24.9% |