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| Provider | Service type | Compensation |
|---|---|---|
UHY LLP3 years Service code 10 · EIN 20-0694403 | Accounting | $23,763 |
Filed as: PINNACLE PENSION CONSULTANTS, LLC Service code 16 · EIN 81-0776852 | Consulting | $13,125 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$23,738 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,932 | $86,940+117.3% | $102,434+84.4% | $80,935+133.4% |
| Participation rate | 34.7% | 72.4%-37.7pp | 76.5%-41.8pp | 67.7%-33.0pp |
| Annual return | 20.50% | 18.89%+1.6pp | 29.46%-9.0pp | 35.66%-15.2pp |
| Employer contribution / active EE | $399 | $2,370-83.1% | $3,023-86.8% | $2,757-85.5% |
| Participant deferral / active EE | $2,908 | $4,121-29.4% | $5,055-42.5% | $4,299-32.4% |
| Admin fee / account holder | $89 | $8,047-98.9% | $9,462-99.1% | $6,924-98.7% |