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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $24,485 |
COOKSTREET CONSULTING2 years Filed as: COOKSTREET CONSULTING INC. Service code 17 · EIN 84-0854432 | Pension Consulting | $7,613 |
EIDE BAILLY LLP3 years Filed as: EIDE BAILEY LLP Service code 10 · EIN 45-0250958 | Accounting | $7,500 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $3,152 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,046 | $89,370-45.1% | $141,197-65.3% | $72,976-32.8% |
| Participation rate | 85.5% | 75.1%+10.4pp | 82.5%+3.0pp | 69.5%+16.0pp |
| Annual return | 22.43% | 111.88%-89.4pp | 71.41%-49.0pp | 81.02%-58.6pp |
| Employer contribution / active EE | $2,423 | $3,115-22.2% | $4,736-48.8% | $2,440-0.7% |
| Participant deferral / active EE | $5,785 | $5,419+6.8% | $6,710-13.8% | $3,608+60.4% |
| Admin fee / account holder | $425 | $5,957-92.9% | $10,265-95.9% | $5,124-91.7% |