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| Provider | Service type | Compensation |
|---|---|---|
LION STREET ADVISORS LLC2 years Filed as: LION STREET ADVISORS Service code 27 · EIN 80-0842559 | Advisory (Plan) | $32,476 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,787 |
Filed as: CETERA RETIREMENT PLAN SPECIALISTS Service code 13 · EIN 94-2279761 | Contract Administrator | $5,902 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT, LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $36,153 | $84,493-57.2% | $125,381-71.2% | $66,938-46.0% |
| Participation rate | 73.3% | 76.4%-3.1pp | 82.4%-9.0pp | 69.8%+3.5pp |
| Annual return | -15.74% | -8.49%-7.2pp | 572.31%-588.0pp | 1.58%-17.3pp |
| Employer contribution / active EE | $1,687 | $3,554-52.5% | $4,815-65.0% | $2,545-33.7% |
| Participant deferral / active EE | $7,409 | $6,783+9.2% | $7,448-0.5% | $4,238+74.8% |
| Admin fee / account holder | $243 | $685-64.5% | $10,007-97.6% | $594-59.0% |