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| Provider | Service type | Compensation |
|---|---|---|
OSGROUP1 year Service code 16 · EIN 01-0775690 | Consulting | $17,000 |
Filed as: PINNACLE PENSION CONSULTANTS Service code 16 · EIN 81-0776852 | Consulting | $13,125 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$17,598 |
Form 5500 reported that benefits due were not provided when due.
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 | $113,346 | $64,909+74.6% | $82,312+37.7% | $62,293+82.0% |
| Participation rate | 92.2% | 74.9%+17.3pp | 76.9%+15.3pp | 69.5%+22.7pp |
| Annual return | 17.76% | 21.18%-3.4pp | 25.88%-8.1pp | 28.90%-11.1pp |
| Employer contribution / active EE | $1,208 | $1,676-27.9% | $2,428-50.3% | $2,042-40.9% |
| Participant deferral / active EE | $6,770 | $3,103+118.2% | $3,706+82.7% | $3,169+113.6% |
| Admin fee / account holder | $93 | $440-78.9% | $5,608-98.3% | $479-80.7% |