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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 | $44,898-80.4% | $85,126-89.7% | $199,921-95.6% |
| Participation rate | 41.0% | 45.7%-4.8pp | 67.5%-26.6pp | 72.0%-31.0pp |
| Annual return | 26.19% | 20.98%+5.2pp | 66.63%-40.4pp | 34.28%-8.1pp |
| Employer contribution / active EE | $616 | $1,367-54.9% | $2,731-77.4% | $3,035-79.7% |
| Participant deferral / active EE | $1,653 | $2,670-38.1% | $4,523-63.5% | $5,089-67.5% |
| Admin fee / account holder | $123 | $585-79.0% | $6,160-98.0% | $269-54.3% |