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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PINNACLE FINANCIAL GROUP Service code 99 · EIN 90-0950862 | Other Fees | $21,565 |
UNITED BENEFIT PENSIONS INC.4 years Service code 49 175 BROADHOLLOW RD STE 160 · MELVILLE, NY 11747 | Other Services | $6,738 |
MORNINGSTAR5 years Service code 27 | Advisory (Plan) | $2,176 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,040 | $73,459+23.9% | $178,449-49.0% | $74,400+22.4% |
| Participation rate | 100.0% | 66.6%+33.4pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 23.82% | 17.50%+6.3pp | 27.09%-3.3pp | 1367.51%-1343.7pp |
| Employer contribution / active EE | $15,385 | $2,219+593.4% | $3,951+289.4% | $2,624+486.2% |
| Participant deferral / active EE | $0 | $4,515-100.0% | $6,277-100.0% | $4,348-100.0% |
| Admin fee / account holder | $22 | $1,812-98.8% | $10,362-99.8% | $1,944-98.9% |