Filed April 7, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
COOK STREET CONSULTING1 year Service code 16 · EIN 84-0854432 | Consulting | $22,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,735 |
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 | $66,376 | $61,616+7.7% | $105,754-37.2% | $55,167+20.3% |
| Participation rate | 95.3% | 72.9%+22.4pp | 78.9%+16.4pp | 69.0%+26.4pp |
| Annual return | 11.27% | 11.15%+0.1pp | 12.25%-1.0pp | 169.23%-158.0pp |
| Employer contribution / active EE | $5,426 | $3,043+78.3% | $4,079+33.0% | $1,963+176.5% |
| Participant deferral / active EE | $7,674 | $4,213+82.1% | $5,326+44.1% | $3,054+151.3% |
| Admin fee / account holder | $128 | $379-66.2% | $8,309-98.5% | $504-74.6% |