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| Provider | Service type | Compensation |
|---|---|---|
LION STREET ADVISORS LLC2 years Service code 27 · EIN 80-0946231 | Advisory (Plan) | $34,918 |
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $12,212 |
NATIONAL FINANCIAL SERVICES3 years Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 19 · EIN 04-3523567 | Securities Custodian | $3,815 |
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 | $152,947 | $65,428+133.8% | $169,397-9.7% | $71,529+113.8% |
| Participation rate | 95.0% | 66.9%+28.1pp | 77.2%+17.8pp | 67.9%+27.1pp |
| Annual return | 21.05% | 21.35%-0.3pp | 406.23%-385.2pp | 28.97%-7.9pp |
| Employer contribution / active EE | $8,228 | $2,064+298.7% | $4,013+105.0% | $2,590+217.7% |
| Participant deferral / active EE | $10,904 | $4,360+150.1% | $6,223+75.2% | $4,291+154.1% |
| Admin fee / account holder | $372 | $1,328-72.0% | $9,017-95.9% | $1,588-76.6% |