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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $31,391 |
LION STREET ADVISORS LLC2 years Filed as: LION STREET ADVISOR LLC Service code 16 · EIN 80-0946231 | Consulting | $19,000 |
NATIONAL FINANCIAL SERVICES3 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 | $24,715 | $47,977-48.5% | $154,108-84.0% | $56,289-56.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -6.30% | 3.54%-9.8pp | 735.21%-741.5pp | -9.96%+3.7pp |
| Employer contribution / active EE | $3,910 | $2,169+80.3% | $5,298-26.2% | $2,111+85.2% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $172 | $438-60.7% | $13,411-98.7% | $521-66.9% |