Filed July 22, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PINNACLE PENSION CONSULTANTS, LLC Service code 27 · EIN 81-0776852 | Advisory (Plan) | $11,000 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $3,435 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $28,416 | $29,516-3.7% | $77,513-63.3% | $90,274-68.5% |
| Participation rate | 18.8% | 33.7%-14.9pp | 54.2%-35.4pp | 73.4%-54.5pp |
| Annual return | 20.02% | 231.18%-211.2pp | 54.81%-34.8pp | 53.97%-34.0pp |
| Employer contribution / active EE | $102 | $381-73.3% | $987-89.7% | $2,523-96.0% |
| Participant deferral / active EE | $561 | $944-40.5% | $1,861-69.8% | $4,231-86.7% |
| Admin fee / account holder | $49 | $106-53.5% | $2,859-98.3% | $114-56.8% |