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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PINNACLE PENSION CONSULTANTS LLC Service code 27 · EIN 81-0776852 | Advisory (Plan) | $10,068 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,620 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,933 | $80,748-15.9% | $102,383-33.6% | $74,429-8.7% |
| Participation rate | 97.5% | 65.7%+31.8pp | 74.5%+22.9pp | 67.2%+30.2pp |
| Annual return | 16.06% | 27.57%-11.5pp | 24.94%-8.9pp | 1368.38%-1352.3pp |
| Employer contribution / active EE | $4,022 | $3,159+27.3% | $3,870+3.9% | $2,625+53.2% |
| Participant deferral / active EE | $11,092 | $3,861+187.3% | $5,060+119.2% | $4,348+155.1% |
| Admin fee / account holder | $63 | $2,371-97.3% | $8,391-99.2% | $1,944-96.8% |