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| Provider | Service type | Compensation |
|---|---|---|
COOK STREET CONSULTING3 years Filed as: COOK STREET CONSULTING, INC Service code 16 · EIN 84-0854432 | Consulting | $46,550 |
Service code 14 · EIN 04-2647786 | Plan Administrator | $31,474 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,848 |
BKD, LLP2 years Filed as: BKD CPAS & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $10,200 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $81,608 | $52,626+55.1% | $98,508-17.2% | $93,010-12.3% |
| Participation rate | 95.0% | 65.3%+29.7pp | 73.3%+21.7pp | 73.9%+21.1pp |
| Annual return | 23.98% | 16.95%+7.0pp | 1495.22%-1471.2pp | 158.70%-134.7pp |
| Employer contribution / active EE | $725 | $1,894-61.7% | $2,961-75.5% | $2,705-73.2% |
| Participant deferral / active EE | $0 | $2,907-100.0% | $4,276-100.0% | $4,561-100.0% |
| Admin fee / account holder | $58 | $102-43.3% | $5,956-99.0% | $152-61.8% |