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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Participant lo... | $43,986 |
LION STREET ADVISORS LLC7 years Filed as: LION STREET ADVISOR LLC Service code 16 · EIN 80-0946231 | Consulting | $19,000 |
NATIONAL FINANCIAL SERVICES8 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 | $32,826 | $61,356-46.5% | $149,696-78.1% | $71,511-54.1% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 16.77% | 35.86%-19.1pp | 134.46%-117.7pp | 28.86%-12.1pp |
| Employer contribution / active EE | $4,759 | $2,382+99.8% | $4,821-1.3% | $2,589+83.8% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $118 | $1,263-90.6% | $13,212-99.1% | $1,588-92.5% |