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| Provider | Service type | Compensation |
|---|---|---|
LIONSTREET FINANCIAL1 year Service code 26 · EIN 80-0842559 515 CONGRESS, SUITE 2500 · AUSTIN, TX 78701 | Advisory (Participants) | $11,637 |
PCS RETIREMENT, LLC1 year Service code 15 · EIN 23-3038464 1801 MARKET STREET, SUITE 1000 · PHILADELPHIA, PA 19103 | Recordkeeping | $10,909 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,180 | $65,125-70.5% | $143,797-86.7% | $66,949-71.4% |
| Participation rate | 41.2% | 65.2%-24.0pp | 80.3%-39.1pp | 69.8%-28.6pp |
| Annual return | -17.49% | -11.13%-6.4pp | -0.04%-17.4pp | 1.57%-19.1pp |
| Employer contribution / active EE | $878 | $2,362-62.8% | $4,952-82.3% | $2,545-65.5% |
| Participant deferral / active EE | $2,776 | $2,920-4.9% | $5,638-50.8% | $4,239-34.5% |
| Admin fee / account holder | $186 | $503-62.9% | $14,679-98.7% | $594-68.6% |