Filed April 7, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
COOK STREET CONSULTING4 years Service code 16 · EIN 84-0854432 | Consulting | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,345 |
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 | $99,742 | $67,703+47.3% | $127,803-22.0% | $65,185+53.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 79.0%+21.0pp | 70.2%+29.8pp |
| Annual return | 25.96% | 24.36%+1.6pp | 26.14%-0.2pp | 29.38%-3.4pp |
| Employer contribution / active EE | $9,276 | $3,724+149.1% | $4,576+102.7% | $2,177+326.1% |
| Participant deferral / active EE | $9,895 | $4,787+106.7% | $6,023+64.3% | $3,514+181.6% |
| Admin fee / account holder | $16 | $618-97.3% | $9,399-99.8% | $847-98.1% |