Filed January 6, 2017 (most recent of 5 filings on file)
Total covered: 19 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
COOK STREET CONSULTING8 years Filed as: COOK STREET CONSULTING INC Service code 99 5299 DTC BLVD · GREENWOOD VILLAGE, CO 80111 | Other Fees | $30,153 |
ASCENSUS LLC3 years Filed as: ADMIN PARTNERS LLC Service code 13 200 LAKE DRIVE EAST SUITE 102 · CHERRY HILL, NJ 08002 | Contract Administrator | $1,419 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,413 | $101,591-2.1% | $147,096-32.4% | $74,429+33.6% |
| Participation rate | 98.6% | 75.5%+23.0pp | 82.2%+16.4pp | 67.2%+31.4pp |
| Annual return | 14.84% | 8746.45%-8731.6pp | 419.75%-404.9pp | 1368.38%-1353.5pp |
| Employer contribution / active EE | $9,093 | $3,813+138.5% | $4,936+84.2% | $2,625+246.4% |
| Participant deferral / active EE | $7,073 | $7,302-3.1% | $8,071-12.4% | $4,348+62.7% |
| Admin fee / account holder | $97 | $1,750-94.5% | $13,005-99.3% | $1,944-95.0% |