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| Provider | Service type | Compensation |
|---|---|---|
COOK STREET CONSULTING1 year Service code 27 · EIN 84-0854432 | Advisory (Plan) | $22,500 |
EKS&H LLLP1 year Service code 10 · EIN 46-1497033 | Accounting | $20,387 |
Service code 10 · EIN 26-0586523 | Accounting | $9,956 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $229,005 | $56,287+306.9% | $80,977+182.8% | $62,881+264.2% |
| Participation rate | 80.8% | 68.9%+11.9pp | 75.8%+5.0pp | 69.3%+11.5pp |
| Annual return | 7.43% | 22.13%-14.7pp | 17.11%-9.7pp | 20.14%-12.7pp |
| Employer contribution / active EE | $7,447 | $1,943+283.3% | $3,715+100.5% | $2,281+226.5% |
| Participant deferral / active EE | $16,833 | $4,196+301.2% | $5,696+195.5% | $3,203+425.5% |
| Admin fee / account holder | $290 | $3,742-92.2% | $5,517-94.7% | $4,296-93.2% |