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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PINNACLE FINANCIAL GROUP Service code 99 · EIN 90-0950862 | Other Fees | $17,186 |
UNITED BENEFIT PENSIONS INC.2 years Service code 49 | Other Services | $6,362 |
MORNINGSTAR3 years Service code 27 | Advisory (Plan) | $2,003 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,596 | $69,012+9.5% | $160,009-52.8% | $68,486+10.4% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -14.12% | -9.65%-4.5pp | 408.85%-423.0pp | -7.85%-6.3pp |
| Employer contribution / active EE | $16,175 | $2,212+631.1% | $4,225+282.8% | $2,597+522.9% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $6,183-100.0% | $4,028-100.0% |
| Admin fee / account holder | $24 | $4,798-99.5% | $8,715-99.7% | $5,404-99.6% |