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| Provider | Service type | Compensation |
|---|---|---|
COOK STREET CONSULTING3 years Filed as: COOK STREET CONSULTING, INC Service code 10 · EIN 84-0854432 | Accounting | $26,136 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,651 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,691 | $100,801-31.9% | $149,745-54.1% | $73,412-6.4% |
| Participation rate | 84.4% | 77.7%+6.7pp | 82.5%+1.9pp | 72.2%+12.2pp |
| Annual return | 28.32% | 265.34%-237.0pp | 276.72%-248.4pp | 59.30%-31.0pp |
| Employer contribution / active EE | $3,633 | $3,312+9.7% | $4,646-21.8% | $2,234+62.6% |
| Participant deferral / active EE | $9,528 | $6,404+48.8% | $6,843+39.2% | $3,806+150.4% |
| Admin fee / account holder | $23 | $181-87.1% | $9,312-99.7% | $158-85.2% |