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| Provider | Service type | Compensation |
|---|---|---|
LION STREET ADVISORS LLC3 years Filed as: LION STREET ADVISORS Service code 27 · EIN 80-0842559 | Advisory (Plan) | $38,030 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,575 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA RETIREMENT PLAN SPECIALISTS Service code 13 · EIN 94-2279761 | Contract Administrator | $13,358 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MGMT, LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MORNINGSTAR1 year Filed as: MORNINSTAR INVESTMENT MANAGMENT Service code 26 | 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 | $49,360 | $91,424-46.0% | $135,942-63.7% | $71,495-31.0% |
| Participation rate | 78.1% | 75.7%+2.5pp | 81.9%-3.8pp | 67.9%+10.2pp |
| Annual return | 23.40% | 29.90%-6.5pp | 68.28%-44.9pp | 28.85%-5.4pp |
| Employer contribution / active EE | $2,185 | $3,704-41.0% | $4,858-55.0% | $2,589-15.6% |
| Participant deferral / active EE | $8,065 | $7,092+13.7% | $7,759+3.9% | $4,291+88.0% |
| Admin fee / account holder | $287 | $1,266-77.3% | $10,764-97.3% | $1,588-81.9% |