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| Provider | Service type | Compensation |
|---|---|---|
LION STREET ADVISORS LLC1 year Filed as: LION STREET ADVISORS, LLC Service code 27 · EIN 80-0946231 | Advisory (Plan) | $50,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,923 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,950 | $93,131+62.1% | $106,554+41.7% | $86,821+73.9% |
| Participation rate | 97.2% | 81.4%+15.7pp | 76.1%+21.0pp | 72.3%+24.9pp |
| Annual return | 14.96% | 19.45%-4.5pp | 26.80%-11.8pp | 97.94%-83.0pp |
| Employer contribution / active EE | $4,852 | $2,895+67.6% | $2,819+72.1% | $2,406+101.7% |
| Participant deferral / active EE | $8,235 | $4,708+74.9% | $4,398+87.2% | $4,132+99.3% |
| Admin fee / account holder | $94 | $145-35.3% | $7,408-98.7% | $170-44.6% |