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| Provider | Service type | Compensation |
|---|---|---|
LION STREET ADVISORS LLC3 years Service code 27 · EIN 80-0946231 | Advisory (Plan) | $35,056 |
Filed as: HUB INTERNATIONAL ADVISORS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $17,280 |
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $5,030 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,950 | $101,672-17.4% | $147,117-42.9% | $74,478+12.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.96% | 8757.83%-8741.9pp | 420.54%-404.6pp | 1370.56%-1354.6pp |
| Employer contribution / active EE | $5,883 | $3,813+54.3% | $4,932+19.3% | $2,626+124.0% |
| Participant deferral / active EE | $13,147 | $7,305+80.0% | $8,065+63.0% | $4,350+202.2% |
| Admin fee / account holder | $261 | $1,753-85.1% | $12,993-98.0% | $1,946-86.6% |