Filed August 25, 2023
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
COOK STREET CONSULTING2 years Filed as: COOK STREET CONSULTING, INC. Service code 50 · EIN 84-0854432 | Direct Payment | $42,670 |
ARMANINO LLP7 years Filed as: ARMANINO, LLP Service code 10 · EIN 94-6214841 | Accounting | $15,666 |
TIAA9 years Filed as: TIAA-TEACHERS INURANCE & ANNUITY A Service code 23 · EIN 13-1624203 | Direct payment from the plan; Insuran... | $3,265 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,203 | $84,045+94.2% | $77,361+111.0% | $69,255+135.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.0%+25.0pp | 69.0%+31.0pp |
| Annual return | 12.39% | 12.46%-0.1pp | 1011.54%-999.1pp | 26.73%-14.3pp |
| Employer contribution / active EE | $6,504 | $2,954+120.2% | $2,990+117.5% | $2,645+145.9% |
| Participant deferral / active EE | $7,278 | $3,349+117.3% | $3,911+86.1% | $2,890+151.8% |
| Admin fee / account holder | $93 | $239-61.1% | $5,894-98.4% | $733-87.3% |