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| Provider | Service type | Compensation |
|---|---|---|
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $17,000 |
Filed as: PINNACLE PENSION CONSULTANTS Service code 27 · EIN 81-0776852 | Advisory (Plan) | $13,125 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,189 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $99,596 | $62,586+59.1% | $76,766+29.7% | $64,181+55.2% |
| Participation rate | 82.9% | 72.8%+10.0pp | 77.0%+5.9pp | 69.6%+13.3pp |
| Annual return | -2.79% | -1.95%-0.8pp | 2.43%-5.2pp | 7.63%-10.4pp |
| Employer contribution / active EE | $1,590 | $1,832-13.2% | $2,485-36.0% | $2,381-33.2% |
| Participant deferral / active EE | $7,777 | $3,145+147.3% | $3,851+101.9% | $3,470+124.1% |
| Admin fee / account holder | $44 | $4,667-99.1% | $6,675-99.3% | $4,887-99.1% |