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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Investment... | $38,248 |
LION STREET ADVISORS LLC4 years Filed as: LION STREET ADVISORS, LLC Service code 16 · EIN 80-0946231 | Consulting | $19,000 |
NATIONAL FINANCIAL SERVICES5 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 | $60,645 | $52,293+16.0% | $178,503-66.0% | $73,412-17.4% |
| Participation rate | 81.6% | 65.3%+16.3pp | 81.9%-0.3pp | 72.2%+9.5pp |
| Annual return | 14.05% | 34.75%-20.7pp | 151.12%-137.1pp | 59.30%-45.2pp |
| Employer contribution / active EE | $0 | $1,736-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $6,140 | $2,333+163.1% | $5,202+18.0% | $3,806+61.3% |
| Admin fee / account holder | $197 | $127+54.5% | $13,987-98.6% | $158+24.6% |