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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,203 | $96,018+70.0% | $65,493+149.2% | $85,563+90.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 73.1%+26.9pp | 66.0%+34.0pp |
| Annual return | 12.39% | 14.51%-2.1pp | 982.45%-970.1pp | 31.51%-19.1pp |
| Employer contribution / active EE | $6,504 | $3,235+101.1% | $2,574+152.7% | $2,654+145.1% |
| Participant deferral / active EE | $7,278 | $4,055+79.5% | $3,961+83.7% | $4,375+66.4% |
| Admin fee / account holder | $93 | $271-65.6% | $5,028-98.2% | $834-88.8% |