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| Provider | Service type | Compensation |
|---|---|---|
LION STREET ADVISORS LLC1 year Service code 27 · EIN 80-0946231 | Advisory (Plan) | $39,291 |
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $11,874 |
NATIONAL FINANCIAL SERVICES2 years Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 19 · EIN 04-3523567 | Securities Custodian | $5,808 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,395 | $777,995-83.8% | $160,037-21.0% | - |
| Participation rate | 90.9% | 55.4%+35.5pp | 78.0%+12.9pp | - |
| Annual return | -18.81% | -14.85%-4.0pp | 408.95%-427.8pp | - |
| Employer contribution / active EE | $7,432 | $1,852+301.4% | $4,226+75.9% | - |
| Participant deferral / active EE | $10,007 | $3,690+171.2% | $6,184+61.8% | - |
| Admin fee / account holder | $445 | $22,807-98.0% | $8,716-94.9% | - |