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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PINNACLE PENSION CONSULTANTS Service code 17 · EIN 81-0776852 | Pension Consulting | $17,500 |
Service code 10 300 WINDING BROOK DRIVE · GLASTONBURY, CT 06033 | Accounting | $10,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,217 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $153,998 | $78,425+96.4% | $95,956+60.5% | $79,858+92.8% |
| Participation rate | 47.4% | 73.5%-26.1pp | 77.1%-29.7pp | 69.6%-22.3pp |
| Annual return | 22.39% | 19.37%+3.0pp | 91.63%-69.2pp | 31.72%-9.3pp |
| Employer contribution / active EE | $491 | $1,945-74.8% | $2,541-80.7% | $2,471-80.1% |
| Participant deferral / active EE | $3,033 | $3,440-11.8% | $4,167-27.2% | $3,740-18.9% |
| Admin fee / account holder | $47 | $5,622-99.2% | $6,797-99.3% | $5,306-99.1% |