Filed January 6, 2017 (most recent of 5 filings on file)
Total covered: 19 employees
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| 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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,413 | $101,317-1.9% | $146,958-32.4% | $74,495+33.4% |
| Participation rate | 98.6% | 75.5%+23.1pp | 82.2%+16.4pp | 67.2%+31.4pp |
| Annual return | 14.84% | 8730.91%-8716.1pp | 418.34%-403.5pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $9,093 | $3,810+138.6% | $4,933+84.3% | $2,623+246.6% |
| Participant deferral / active EE | $7,073 | $7,303-3.2% | $8,070-12.4% | $4,346+62.7% |
| Admin fee / account holder | $97 | $1,739-94.4% | $12,998-99.3% | $1,942-95.0% |