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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Filed as: LION STREET FINANCIAL LLC Service code 27 · EIN 80-0946231 | Advisory (Plan) | $49,974 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,996 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,325 | $85,135+66.0% | $98,920+42.9% | $73,412+92.5% |
| Participation rate | 97.3% | 81.1%+16.2pp | 76.0%+21.3pp | 72.2%+25.1pp |
| Annual return | 12.50% | 19.14%-6.6pp | 196.47%-184.0pp | 59.30%-46.8pp |
| Employer contribution / active EE | $4,874 | $2,721+79.1% | $2,689+81.2% | $2,234+118.2% |
| Participant deferral / active EE | $7,907 | $4,349+81.8% | $4,245+86.3% | $3,806+107.8% |
| Admin fee / account holder | $102 | $139-26.8% | $6,643-98.5% | $158-35.5% |