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 | Insurance services; Direct payment fr... | $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 | $93,351+74.8% | $62,929+159.3% | $79,634+104.9% |
| Participation rate | 100.0% | 74.6%+25.4pp | 73.1%+26.9pp | 62.5%+37.5pp |
| Annual return | 12.39% | 14.37%-2.0pp | 1063.93%-1051.5pp | 36.46%-24.1pp |
| Employer contribution / active EE | $6,504 | $3,135+107.5% | $2,505+159.7% | $2,529+157.2% |
| Participant deferral / active EE | $7,278 | $3,921+85.6% | $3,888+87.2% | $3,835+89.8% |
| Admin fee / account holder | $93 | $229-59.4% | $5,065-98.2% | $1,002-90.7% |