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| Provider | Service type | Compensation |
|---|---|---|
LION STREET ADVISORS LLC3 years Filed as: LION STREET ADVISOR, LLC Service code 10 TWO GATEWAY CENTER · PITTSBURG, PA 15222 | Accounting | $7,268 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,168 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,871 | $80,781-77.9% | $102,437-82.6% | $74,478-76.0% |
| Participation rate | 94.2% | 65.7%+28.6pp | 74.5%+19.7pp | 67.2%+27.0pp |
| Annual return | 12.65% | 27.58%-14.9pp | 24.95%-12.3pp | 1370.56%-1357.9pp |
| Employer contribution / active EE | $853 | $3,160-73.0% | $3,871-78.0% | $2,626-67.5% |
| Participant deferral / active EE | $2,058 | $3,862-46.7% | $5,060-59.3% | $4,350-52.7% |
| Admin fee / account holder | $58 | $2,372-97.5% | $8,388-99.3% | $1,946-97.0% |