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| Provider | Service type | Compensation |
|---|---|---|
LION STREET ADVISORS LLC2 years Filed as: LION STREET ADVISORS, LLC Service code 26 · EIN 80-0946231 | Advisory (Participants) | $23,012 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,778 | $45,022-80.5% | $85,240-89.7% | $200,096-95.6% |
| Participation rate | 41.0% | 45.8%-4.9pp | 67.5%-26.6pp | 72.0%-31.0pp |
| Annual return | 26.19% | 21.00%+5.2pp | 66.75%-40.6pp | 34.26%-8.1pp |
| Employer contribution / active EE | $616 | $1,374-55.2% | $2,735-77.5% | $3,038-79.7% |
| Participant deferral / active EE | $1,653 | $2,682-38.4% | $4,527-63.5% | $5,090-67.5% |
| Admin fee / account holder | $123 | $585-79.0% | $6,165-98.0% | $269-54.3% |