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| Provider | Service type | Compensation |
|---|---|---|
COOK STREET CONSULTING7 years Service code 16 · EIN 84-0854432 | Consulting | $12,875 |
PLANTE & MORAN, PLLC3 years Service code 10 · EIN 38-1357951 | Accounting | $6,350 |
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 | $127,412 | $99,647+27.9% | $86,439+47.4% | $134,509-5.3% |
| Participation rate | 0.0% | 82.1%-82.1pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -17.44% | 6784.13%-6801.6pp | 4395.55%-4413.0pp | 418.13%-435.6pp |
| Employer contribution / active EE | $0 | $4,401-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $7,246-100.0% | $6,952-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,092 | $8,373-63.1% | $6,732-54.1% | $11,427-72.9% |