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| Provider | Service type | Compensation |
|---|---|---|
PINNACLE PRIVATE WEALTH LLC5 years Service code 27 · EIN 27-0149074 | Advisory (Plan) | $114,866 |
BOIVIN & ASSOCIATES1 year Filed as: BOIVIN & ASSOCIATES CPAS PLLC Service code 10 · EIN 27-1516157 | Accounting | $10,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$86,446 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,209 | $95,388-0.2% | $125,339-24.0% | $77,904+22.2% |
| Participation rate | 95.9% | 78.6%+17.3pp | 82.4%+13.6pp | 73.7%+22.2pp |
| Annual return | -17.78% | 116.19%-134.0pp | 572.05%-589.8pp | 12.21%-30.0pp |
| Employer contribution / active EE | $2,690 | $3,666-26.6% | $4,814-44.1% | $2,848-5.5% |
| Participant deferral / active EE | $12,403 | $7,711+60.8% | $7,446+66.6% | $4,806+158.1% |
| Admin fee / account holder | $22 | $119-81.6% | $10,010-99.8% | $133-83.5% |