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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Account maintenance fees; Recordkeepi... | $56,698 |
LION STREET ADVISORS LLC8 years Filed as: LION STREET ADVISORS, LLC Service code 16 · EIN 80-0946231 | Consulting | $19,000 |
NATIONAL FINANCIAL SERVICES9 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $80,430 | $55,437+45.1% | $155,534-48.3% | $74,459+8.0% |
| Participation rate | 84.6% | 61.9%+22.7pp | 78.2%+6.4pp | 67.2%+17.4pp |
| Annual return | 13.27% | 269.58%-256.3pp | 64.92%-51.6pp | 1369.70%-1356.4pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $7,760 | $2,837+173.5% | $5,630+37.8% | $4,350+78.4% |
| Admin fee / account holder | $268 | $1,742-84.6% | $15,900-98.3% | $1,945-86.2% |