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| Provider | Service type | Compensation |
|---|---|---|
LION STREET ADVISORS LLC3 years Filed as: LION STREET ADVISORY Service code 26 · EIN 80-0946231 | Advisory (Participants) | $39,301 |
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $17,921 |
Filed as: FIDELITY TRUST COMPANY Service code 19 · EIN 04-3511550 | Securities Custodian | $8,532 |
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 | $40,940 | $106,264-61.5% | $147,117-72.2% | $77,762-47.4% |
| Participation rate | 93.5% | 78.4%+15.0pp | 82.2%+11.3pp | 70.6%+22.9pp |
| Annual return | 20.56% | 56.94%-36.4pp | 420.54%-400.0pp | 31.27%-10.7pp |
| Employer contribution / active EE | $3,139 | $4,074-23.0% | $4,932-36.4% | $2,728+15.0% |
| Participant deferral / active EE | $6,027 | $8,003-24.7% | $8,065-25.3% | $4,651+29.6% |
| Admin fee / account holder | $139 | $334-58.5% | $12,993-98.9% | $433-68.0% |