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| Provider | Service type | Compensation |
|---|---|---|
NOVAK BIRKS, P.C.7 years Service code 10 · EIN 43-1122456 | Accounting | $23,420 |
COOK STREET CONSULTING3 years Filed as: COOK STREET CONSULTING, INC. Service code 27 · EIN 84-0854432 | Advisory (Plan) | $17,623 |
Filed as: CBIZ Service code 15 · EIN 31-1582098 | Recordkeeping | $10,000 |
US BANK8+ years Service code 33 · EIN 31-0841368 | Securities brokerage | $7,277 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,399 | $45,602+17.1% | $117,533-54.6% | $66,938-20.2% |
| Participation rate | 100.0% | 57.6%+42.4pp | 70.6%+29.4pp | 69.8%+30.2pp |
| Annual return | -11.10% | -16.74%+5.6pp | 29.77%-40.9pp | 1.58%-12.7pp |
| Employer contribution / active EE | $4,257 | $1,579+169.7% | $4,179+1.9% | $2,545+67.3% |
| Participant deferral / active EE | $0 | $2,845-100.0% | $4,072-100.0% | $4,238-100.0% |
| Admin fee / account holder | $313 | $661-52.6% | $5,647-94.5% | $594-47.2% |