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| Provider | Service type | Compensation |
|---|---|---|
COOK STREET CONSULTING2 years Filed as: COOK MARTIN POULSON, PC Service code 49 · EIN 87-0517946 | Other Services | $0 |
TRUENORTH WEALTH2 years Service code 27 · EIN 20-5636795 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,433 | $54,573-53.4% | $90,970-72.0% | $73,493-65.4% |
| Participation rate | 40.0% | 61.2%-21.2pp | 69.0%-29.0pp | 70.7%-30.7pp |
| Annual return | 19.83% | 16.69%+3.1pp | 134.58%-114.8pp | 28.51%-8.7pp |
| Employer contribution / active EE | $1,162 | $991+17.2% | $2,122-45.2% | $2,270-48.8% |
| Participant deferral / active EE | $1,922 | $2,517-23.7% | $3,373-43.0% | $3,740-48.6% |
| Admin fee / account holder | $190 | $521-63.5% | $5,960-96.8% | $513-62.9% |