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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,808 |
Filed as: PINNACLE PENSION CONSULTANTS LLC Service code 27 · EIN 81-0776852 | Advisory (Plan) | $11,400 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM SMITH & BROWN, PC Service code 10 · EIN 22-2027092 | Accounting | $10,556 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $63,448 | $59,417+6.8% | $93,606-32.2% | $74,495-14.8% |
| Participation rate | 63.6% | 59.7%+3.9pp | 68.7%-5.1pp | 67.2%-3.6pp |
| Annual return | 9.56% | 81.83%-72.3pp | 133.20%-123.6pp | 1364.94%-1355.4pp |
| Employer contribution / active EE | $656 | $1,264-48.1% | $2,420-72.9% | $2,623-75.0% |
| Participant deferral / active EE | $4,481 | $3,050+46.9% | $4,411+1.6% | $4,346+3.1% |
| Admin fee / account holder | $320 | $3,021-89.4% | $8,285-96.1% | $1,942-83.5% |