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| Provider | Service type | Compensation |
|---|---|---|
COOK STREET CONSULTING4 years Filed as: COOK STREET CONSULTING, INC. Service code 27 · EIN 84-0854432 | Advisory (Plan) | $29,964 |
Filed as: CBIZ Service code 15 · EIN 31-1582098 | Recordkeeping | $24,560 |
DEBOER & ASSOCIATES, PC1 year Filed as: DEBOER & ASSOCIATES, P.C. Service code 10 · EIN 47-0836395 | Accounting | $18,500 |
US BANK9+ years Service code 33 · EIN 31-0841368 | Securities brokerage | $18,176 |
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 | $55,061 | $48,432+13.7% | $121,204-54.6% | $71,511-23.0% |
| Participation rate | 98.5% | 54.3%+44.2pp | 69.5%+29.0pp | 67.9%+30.6pp |
| Annual return | 10.95% | 23.28%-12.3pp | 987.18%-976.2pp | 28.86%-17.9pp |
| Employer contribution / active EE | $4,515 | $1,493+202.4% | $4,170+8.3% | $2,589+74.4% |
| Participant deferral / active EE | $0 | $2,756-100.0% | $4,083-100.0% | $4,291-100.0% |
| Admin fee / account holder | $459 | $1,845-75.1% | $5,651-91.9% | $1,588-71.1% |