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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL6 years Filed as: LION STREET FINANCIAL LLC Service code 27 · EIN 80-0946231 | Advisory (Plan) | $37,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,256 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,319 | $81,948+49.3% | $90,752+34.8% | $64,811+88.7% |
| Participation rate | 97.3% | 80.5%+16.9pp | 75.7%+21.6pp | 71.5%+25.8pp |
| Annual return | -16.90% | -12.53%-4.4pp | -12.16%-4.7pp | 32.83%-49.7pp |
| Employer contribution / active EE | $5,471 | $3,067+78.4% | $2,921+87.3% | $2,506+118.3% |
| Participant deferral / active EE | $9,028 | $4,844+86.4% | $4,564+97.8% | $4,310+109.4% |
| Admin fee / account holder | $94 | $157-40.4% | $8,446-98.9% | $188-50.1% |