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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 | $67,595+65.0% | $186,193-40.1% | $64,340+73.4% |
| Participation rate | 99.1% | 51.9%+47.2pp | 77.1%+22.0pp | 55.2%+43.9pp |
| Annual return | 13.30% | 17.46%-4.2pp | 78.03%-64.7pp | 24.14%-10.8pp |
| Employer contribution / active EE | $16,260 | $1,513+974.8% | $3,918+315.0% | $1,862+773.4% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $6,513-100.0% | $2,980-100.0% |
| Admin fee / account holder | $28 | $5,311-99.5% | $11,058-99.7% | $3,703-99.2% |