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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Recordkeeping ... | $31,286 |
Filed as: SIGNATURE SECURITIES GROUP Service code 16 1177 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Consulting | $19,520 |
LION STREET ADVISORS LLC3 years Filed as: LION STREET ADVISOR LLC Service code 16 · EIN 80-0946231 | Consulting | $19,000 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $28,873 | $62,928-54.1% | $172,752-83.3% | $67,579-57.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 21.57% | 30.36%-8.8pp | 802.97%-781.4pp | 378.56%-357.0pp |
| Employer contribution / active EE | $3,964 | $1,636+142.3% | $5,144-22.9% | $2,148+84.6% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $104 | $167-37.5% | $13,955-99.3% | $142-26.8% |