Filed September 6, 2018
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| Provider | Service type | Compensation |
|---|---|---|
COOK STREET CONSULTING2+ years Filed as: COOK STREET CONSULTING INC. Service code 16 · EIN 84-0854432 | Consulting | $36,000 |
EIDE BAILLY LLP1 year Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $17,842 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,174 |
SHERMAN & HOWARD1 year Filed as: SHERMAN & HOWARD LLC Service code 16 · EIN 84-0420314 | Consulting | $7,532 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$36,744 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,068 | $57,921+38.2% | $84,753-5.5% | $57,658+38.9% |
| Participation rate | 94.8% | 72.9%+21.8pp | 76.6%+18.2pp | 70.2%+24.5pp |
| Annual return | 9.02% | 10.24%-1.2pp | 22.78%-13.8pp | 5.13%+3.9pp |
| Employer contribution / active EE | $5,422 | $2,598+108.7% | $3,574+51.7% | $1,974+174.7% |
| Participant deferral / active EE | $6,463 | $2,742+135.7% | $3,712+74.1% | $3,061+111.2% |
| Admin fee / account holder | $40 | $130-69.5% | $5,333-99.3% | $95-58.1% |