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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $48,649 |
LION STREET ADVISORS LLC7 years Filed as: LION STREET ADVISORS, LLC Service code 16 · EIN 80-0946231 | Consulting | $19,000 |
NATIONAL FINANCIAL SERVICES8 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $65,852 | $61,391+7.3% | $149,723-56.0% | $71,529-7.9% |
| Participation rate | 87.8% | 62.5%+25.3pp | 78.8%+9.0pp | 67.9%+19.9pp |
| Annual return | 17.76% | 35.88%-18.1pp | 134.50%-116.7pp | 28.97%-11.2pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $4,821-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $7,525 | $2,921+157.7% | $5,682+32.4% | $4,291+75.4% |
| Admin fee / account holder | $227 | $1,264-82.0% | $13,215-98.3% | $1,588-85.7% |