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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Claims pro... | $56,698 |
LION STREET ADVISORS LLC8 years Filed as: LION STREET ADVISORS, LLC Service code 16 · EIN 80-0946231 | Consulting | $19,000 |
NATIONAL FINANCIAL SERVICES9 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,430 | $55,446+45.1% | $155,574-48.3% | $74,429+8.1% |
| Participation rate | 84.6% | 61.9%+22.7pp | 78.2%+6.4pp | 67.2%+17.4pp |
| Annual return | 13.27% | 269.20%-255.9pp | 64.87%-51.6pp | 1368.38%-1355.1pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $7,760 | $2,836+173.6% | $5,629+37.9% | $4,348+78.5% |
| Admin fee / account holder | $268 | $1,743-84.6% | $15,914-98.3% | $1,944-86.2% |