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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Float revenue; Pa... | $48,283 |
LION STREET ADVISORS LLC5 years Filed as: LION STREET ADVISORS, LLC Service code 16 · EIN 80-0946231 | Consulting | $19,000 |
NATIONAL FINANCIAL SERVICES6 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 | $70,582 | $61,172+15.4% | $185,851-62.0% | $79,389-11.1% |
| Participation rate | 86.4% | 66.6%+19.8pp | 81.7%+4.7pp | 70.7%+15.7pp |
| Annual return | 13.04% | 19.45%-6.4pp | 122.11%-109.1pp | 116.89%-103.9pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,168-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $6,680 | $2,788+139.6% | $5,569+20.0% | $4,046+65.1% |
| Admin fee / account holder | $235 | $710-66.9% | $16,245-98.6% | $626-62.5% |