Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Sales 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 commissions and ... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,826 | $61,338-46.5% | $149,717-78.1% | $71,495-54.1% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 16.77% | 35.86%-19.1pp | 134.41%-117.6pp | 28.85%-12.1pp |
| Employer contribution / active EE | $4,759 | $2,381+99.9% | $4,820-1.3% | $2,589+83.8% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $118 | $1,263-90.6% | $13,213-99.1% | $1,588-92.5% |