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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PINNACLE FINANCIAL GROUP Service code 99 · EIN 90-0950862 | Other Fees | $26,224 |
UNITED BENEFIT PENSIONS INC.5 years Service code 49 175 BROADHOLLOW RD STE 160 · MELVILLE, NY 11747 | Other Services | $8,365 |
MORNINGSTAR6 years Service code 27 | Advisory (Plan) | $2,476 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,540 | $72,290+54.3% | $260,467-57.2% | $69,733+60.0% |
| Participation rate | 99.1% | 62.1%+37.0pp | 80.5%+18.6pp | 62.5%+36.6pp |
| Annual return | 13.30% | 15.52%-2.2pp | 100.60%-87.3pp | 15.22%-1.9pp |
| Employer contribution / active EE | $16,260 | $2,277+613.9% | $4,239+283.6% | $2,250+622.6% |
| Participant deferral / active EE | $0 | $3,176-100.0% | $6,319-100.0% | $3,054-100.0% |
| Admin fee / account holder | $28 | $6,687-99.6% | $15,461-99.8% | $3,102-99.1% |