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| Provider | Service type | Compensation |
|---|---|---|
COOK STREET CONSULTING1 year Filed as: COOK STREET CONSULTING, INC Service code 27 · EIN 84-0854432 | Advisory (Plan) | $22,499 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,468 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,326 | $52,122-68.7% | $104,301-84.3% | $64,814-74.8% |
| Participation rate | 100.0% | 56.0%+44.0pp | 73.3%+26.7pp | 71.5%+28.5pp |
| Annual return | -3.48% | 13.26%-16.7pp | 24.61%-28.1pp | 32.84%-36.3pp |
| Employer contribution / active EE | $2,445 | $1,627+50.3% | $3,373-27.5% | $2,507-2.5% |
| Participant deferral / active EE | $5,040 | $2,823+78.5% | $4,626+9.0% | $4,310+16.9% |
| Admin fee / account holder | $18 | $155-88.6% | $7,340-99.8% | $188-90.6% |