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| Provider | Service type | Compensation |
|---|---|---|
LION STREET ADVISORS LLC2 years Service code 27 · EIN 80-0946231 | Advisory (Plan) | $42,430 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,178 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $71,159 | $101,672-30.0% | $147,117-51.6% | $74,478-4.5% |
| Participation rate | 89.8% | 75.5%+14.3pp | 82.2%+7.6pp | 67.2%+22.6pp |
| Annual return | 17.30% | 8757.83%-8740.5pp | 420.54%-403.2pp | 1370.56%-1353.3pp |
| Employer contribution / active EE | $3,043 | $3,813-20.2% | $4,932-38.3% | $2,626+15.9% |
| Participant deferral / active EE | $8,822 | $7,305+20.8% | $8,065+9.4% | $4,350+102.8% |
| Admin fee / account holder | $222 | $1,753-87.4% | $12,993-98.3% | $1,946-88.6% |