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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Distr... | $54,750 |
LION STREET ADVISORS LLC1 year Filed as: LION STREET ADVISOR LLC Service code 16 · EIN 80-0946231 | Consulting | $17,417 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,296 | $46,173-36.6% | $170,435-82.8% | $69,631-57.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 17.26% | 21.62%-4.4pp | 205.94%-188.7pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $3,033 | $1,610+88.4% | $5,432-44.2% | $2,032+49.2% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $166 | $116+43.4% | $13,881-98.8% | $110+50.6% |