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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) | $24,000 |
NOVAK BIRKS, P.C.5 years Service code 10 · EIN 43-1122456 | Accounting | $15,315 |
Filed as: CBIZ BENEFITS & INS DBA CBIZ RPS Service code 15 · EIN 31-1582098 | Recordkeeping | $13,900 |
US BANK6+ years Service code 33 · EIN 31-0841368 | Securities brokerage | $8,256 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $57,019 | $53,901+5.8% | $134,162-57.5% | $73,497-22.4% |
| Participation rate | 99.4% | 62.8%+36.6pp | 72.2%+27.2pp | 70.7%+28.7pp |
| Annual return | 4.82% | 15.82%-11.0pp | 36.35%-31.5pp | 28.51%-23.7pp |
| Employer contribution / active EE | $1,492 | $1,458+2.3% | $3,705-59.7% | $2,270-34.3% |
| Participant deferral / active EE | $0 | $2,739-100.0% | $3,500-100.0% | $3,740-100.0% |
| Admin fee / account holder | $344 | $581-40.8% | $6,685-94.9% | $513-33.0% |