Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
OLBRICHT STORNIOLO GROUP LLC1+ years Service code 16 · EIN 01-0775690 | Consulting | $18,250 |
PINNACLE PENSION1+ years Service code 16 · EIN 76-0772781 | Consulting | $5,625 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,446 |
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 | $95,829 | $54,320+76.4% | $67,653+41.6% | $52,331+83.1% |
| Participation rate | 91.9% | 73.6%+18.3pp | 75.7%+16.2pp | 68.1%+23.8pp |
| Annual return | 1.21% | 6.81%-5.6pp | 6625.22%-6624.0pp | 4.54%-3.3pp |
| Employer contribution / active EE | $863 | $1,544-44.1% | $2,266-61.9% | $1,882-54.2% |
| Participant deferral / active EE | $4,895 | $2,950+65.9% | $3,560+37.5% | $3,022+62.0% |
| Admin fee / account holder | $70 | $527-86.7% | $4,821-98.5% | $592-88.2% |