Filed August 8, 2019
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| Provider | Service type | Compensation |
|---|---|---|
COOK STREET CONSULTING6+ years Service code 17 · EIN 84-0854432 | Pension Consulting | $34,103 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,807 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,346 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,388 | $35,123+69.1% | $93,406-36.4% | $73,412-19.1% |
| Participation rate | 91.8% | 68.3%+23.6pp | 66.8%+25.0pp | 72.2%+19.6pp |
| Annual return | 16.37% | 18.89%-2.5pp | 78.05%-61.7pp | 59.30%-42.9pp |
| Employer contribution / active EE | $434 | $1,247-65.2% | $2,075-79.1% | $2,234-80.6% |
| Participant deferral / active EE | $4,336 | $2,249+92.8% | $3,126+38.7% | $3,806+13.9% |
| Admin fee / account holder | $302 | $108+178.9% | $5,230-94.2% | $158+91.0% |