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| Provider | Service type | Compensation |
|---|---|---|
LION STREET ADVISORS LLC2 years Filed as: LION STREET ADVISORY Service code 26 · EIN 80-0946231 | Advisory (Participants) | $29,157 |
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $11,792 |
Filed as: FIDELITY TRUST COMPANY Service code 19 · EIN 04-3511550 | Securities Custodian | $6,415 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,335 | $95,438-58.8% | $135,982-71.1% | $74,473-47.2% |
| Participation rate | 94.6% | 78.2%+16.4pp | 81.9%+12.6pp | 70.7%+23.8pp |
| Annual return | 21.70% | 32.61%-10.9pp | 68.32%-46.6pp | 34.36%-12.7pp |
| Employer contribution / active EE | $3,227 | $3,878-16.8% | $4,859-33.6% | $2,638+22.3% |
| Participant deferral / active EE | $6,401 | $7,790-17.8% | $7,760-17.5% | $4,530+41.3% |
| Admin fee / account holder | $134 | $259-48.2% | $10,767-98.8% | $347-61.3% |