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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PINNACLE FINANCIAL GROUP Service code 99 · EIN 90-0950862 | Other Fees | $14,725 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $1,830 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,662 | $72,027+5.0% | $185,835-59.3% | $79,852-5.2% |
| Participation rate | 98.9% | 65.8%+33.2pp | 78.0%+20.9pp | 69.6%+29.3pp |
| Annual return | 9.14% | 23.13%-14.0pp | 35.96%-26.8pp | 31.72%-22.6pp |
| Employer contribution / active EE | $13,840 | $1,965+604.2% | $4,087+238.6% | $2,471+460.1% |
| Participant deferral / active EE | $0 | $3,780-100.0% | $5,633-100.0% | $3,740-100.0% |
| Admin fee / account holder | $18 | $4,513-99.6% | $9,502-99.8% | $5,306-99.7% |