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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $33,960 |
LION STREET ADVISORS LLC3 years Filed as: LION STREET ADVISORS, LLC Service code 16 · EIN 80-0946231 | Consulting | $19,000 |
NATIONAL FINANCIAL SERVICES4 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 | $56,286 | $62,928-10.6% | $172,753-67.4% | $67,582-16.7% |
| Participation rate | 82.7% | 64.5%+18.3pp | 82.6%+0.1pp | 71.3%+11.5pp |
| Annual return | 22.37% | 30.36%-8.0pp | 803.00%-780.6pp | 378.57%-356.2pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $5,938 | $2,145+176.9% | $5,198+14.2% | $3,539+67.8% |
| Admin fee / account holder | $190 | $167+14.0% | $13,956-98.6% | $142+33.5% |