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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Float reve... | $46,176 |
LION STREET ADVISORS LLC6 years Filed as: LION STREET ADVISORS, LLC Service code 16 · EIN 80-0946231 | Consulting | $19,000 |
NATIONAL FINANCIAL SERVICES7 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $68,207 | $65,125+4.7% | $143,797-52.6% | $66,949+1.9% |
| Participation rate | 69.1% | 65.2%+3.9pp | 80.3%-11.3pp | 69.8%-0.8pp |
| Annual return | -15.93% | -11.13%-4.8pp | -0.04%-15.9pp | 1.57%-17.5pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $7,075 | $2,920+142.3% | $5,638+25.5% | $4,239+66.9% |
| Admin fee / account holder | $265 | $503-47.3% | $14,679-98.2% | $594-55.4% |