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| 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 | $52,507+1.1% | $129,406-59.0% | $74,478-28.7% |
| Participation rate | 100.0% | 53.9%+46.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 7.20% | 15.64%-8.4pp | 9468.18%-9461.0pp | 1370.56%-1363.4pp |
| Employer contribution / active EE | $4,248 | $1,534+176.9% | $4,155+2.2% | $2,626+61.8% |
| Participant deferral / active EE | $0 | $2,801-100.0% | $4,167-100.0% | $4,350-100.0% |
| Admin fee / account holder | $247 | $2,639-90.7% | $7,689-96.8% | $1,946-87.3% |