| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,318,313 |
COOK STREET CONSULTING3+ years Filed as: COOK STREET CONSULTING INC Service code 16 · EIN 84-0854432 | Consulting | $62,264 |
Filed as: D-F RETIREMENT PLAN Service code 16 · EIN 16-1229660 | Consulting | $9,050 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,748 | $104,862-65.9% | $90,161-60.4% | $80,976-55.9% |
| Participation rate | 87.6% | 78.9%+8.7pp | 76.9%+10.7pp | 68.3%+19.3pp |
| Annual return | 38.35% | 20.18%+18.2pp | 34.89%+3.5pp | 22.91%+15.4pp |
| Employer contribution / active EE | $1,993 | $2,724-26.8% | $3,318-39.9% | $2,402-17.0% |
| Participant deferral / active EE | $2,278 | $6,098-62.6% | $5,287-56.9% | $3,848-40.8% |
| Admin fee / account holder | $73 | $76-4.3% | $5,943-98.8% | $67+8.2% |