Filed February 7, 2019 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
COOK STREET CONSULTING1+ years Filed as: COOK STREET CONSULTING, INC. Service code 17 · EIN 84-0854432 | Pension Consulting | $16,996 |
WELLS FARGO BANK, N.A.1+ years Service code 18 · EIN 94-1347393 | Custodial (other than securities) | $14,938 |
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 | $0 | $82,591-100.0% | $10,105-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 11.1%-11.1pp | 0.8%-0.8pp |
| Annual return | -1.35% | -1.64%+0.3pp | 16.23%-17.6pp | -0.60%-0.8pp |
| Employer contribution / active EE | $27,224 | $19,166+42.0% | $17,605+54.6% | $12,272+121.8% |
| Participant deferral / active EE | $0 | $604-100.0% | $237-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $11-100.0% | $717-100.0% |