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 | $86,795+88.0% | $67,681+141.1% | $64,728+152.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 73.7%+26.3pp | 57.9%+42.1pp |
| Annual return | 12.39% | 12.58%-0.2pp | 590.58%-578.2pp | 49.38%-37.0pp |
| Employer contribution / active EE | $6,504 | $2,837+129.2% | $2,678+142.9% | $2,243+190.0% |
| Participant deferral / active EE | $7,278 | $3,430+112.2% | $3,976+83.1% | $2,729+166.7% |
| Admin fee / account holder | $93 | $238-61.0% | $6,100-98.5% | $1,145-91.9% |