Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
COOK STREET CONSULTING5 years Filed as: COOK STREET CONSULTING, INC. Service code 27 · EIN 84-0854432 | Advisory (Plan) | $19,096 |
DEBOER & ASSOCIATES, PC2 years Filed as: DEBOER & ASSOCIATES, P.C. Service code 10 · EIN 47-0836395 | Accounting | $19,000 |
Filed as: CBIZ Service code 15 · EIN 31-1582098 | Recordkeeping | $12,664 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,085 | $52,450+1.2% | $129,397-59.0% | $74,429-28.7% |
| Participation rate | 100.0% | 53.8%+46.2pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 7.20% | 15.65%-8.4pp | 9453.98%-9446.8pp | 1368.38%-1361.2pp |
| Employer contribution / active EE | $4,248 | $1,532+177.3% | $4,154+2.3% | $2,625+61.8% |
| Participant deferral / active EE | $0 | $2,797-100.0% | $4,167-100.0% | $4,348-100.0% |
| Admin fee / account holder | $247 | $2,636-90.6% | $7,679-96.8% | $1,944-87.3% |