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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Parti... | $53,736 |
LION STREET ADVISORS LLC8 years Filed as: LION STREET ADVISOR LLC Service code 16 · EIN 80-0946231 | Consulting | $19,000 |
NATIONAL FINANCIAL SERVICES9 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,447 | $55,446-18.0% | $155,574-70.8% | $74,429-38.9% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 12.25% | 269.20%-257.0pp | 64.87%-52.6pp | 1368.38%-1356.1pp |
| Employer contribution / active EE | $5,339 | $2,266+135.6% | $4,676+14.2% | $2,625+103.4% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $169 | $1,743-90.3% | $15,914-98.9% | $1,944-91.3% |