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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 | $99,644+27.9% | $86,438+47.4% | $134,532-5.3% |
| Participation rate | 0.0% | 82.1%-82.1pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -17.44% | 6787.26%-6804.7pp | 4397.19%-4414.6pp | 418.27%-435.7pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $7,247-100.0% | $6,952-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,092 | $8,375-63.1% | $6,733-54.1% | $11,429-72.9% |