Filed April 25, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LION STREET ADVISORS LLC3 years Filed as: LION STREET ADVISORS, LLC Service code 15 · EIN 80-0946231 | Recordkeeping | $28,030 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,466 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,421 | $128,603+1.4% | $197,124-33.8% | $67,986+91.8% |
| Participation rate | 79.4% | 81.7%-2.2pp | 86.7%-7.3pp | 57.2%+22.2pp |
| Annual return | 13.37% | 23.77%-10.4pp | 44.34%-31.0pp | 31.67%-18.3pp |
| Employer contribution / active EE | $3,040 | $4,379-30.6% | $6,227-51.2% | $2,019+50.6% |
| Participant deferral / active EE | $6,227 | $6,840-9.0% | $9,135-31.8% | $3,358+85.4% |
| Admin fee / account holder | $398 | $3,035-86.9% | $16,298-97.6% | $3,203-87.6% |