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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 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,540 | $74,661+49.4% | $160,784-30.6% | $67,986+64.1% |
| Participation rate | 99.1% | 57.1%+42.0pp | 77.0%+22.1pp | 57.2%+41.9pp |
| Annual return | 13.30% | 28.83%-15.5pp | 1803.92%-1790.6pp | 31.67%-18.4pp |
| Employer contribution / active EE | $16,260 | $1,829+789.0% | $3,733+335.6% | $2,019+705.5% |
| Participant deferral / active EE | $0 | $3,681-100.0% | $6,293-100.0% | $3,358-100.0% |
| Admin fee / account holder | $28 | $3,959-99.3% | $9,717-99.7% | $3,203-99.1% |