Filed April 7, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
COOK STREET CONSULTING3 years Service code 16 · EIN 84-0854432 | Consulting | $30,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,862 |
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 | $76,232 | $60,396+26.2% | $111,392-31.6% | $56,287+35.4% |
| Participation rate | 99.4% | 72.4%+27.0pp | 78.9%+20.6pp | 69.9%+29.6pp |
| Annual return | -4.92% | 20.26%-25.2pp | -2.06%-2.9pp | -9.96%+5.0pp |
| Employer contribution / active EE | $9,769 | $3,459+182.4% | $4,328+125.7% | $2,111+362.7% |
| Participant deferral / active EE | $10,111 | $4,421+128.7% | $5,567+81.6% | $3,350+201.9% |
| Admin fee / account holder | $146 | $610-76.0% | $12,266-98.8% | $521-72.0% |