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 | Claims processing; Recordkeeping fees... | $51,943 |
LION STREET ADVISORS LLC1 year Filed as: LION STREET ADVISORS, LLC Service code 16 · EIN 80-0946231 | Consulting | $17,417 |
NATIONAL FINANCIAL SERVICES2 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 | $50,481 | $55,453-9.0% | $170,435-70.4% | $62,293-19.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.35% | 21.38%-3.0pp | 205.94%-187.6pp | 28.90%-10.6pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $8,651 | $2,303+275.7% | $4,939+75.1% | $3,169+173.0% |
| Admin fee / account holder | $257 | $455-43.5% | $13,881-98.1% | $479-46.4% |