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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 | $66,275+68.3% | $163,379-31.7% | $64,097+74.0% |
| Participation rate | 99.1% | 54.1%+45.0pp | 76.8%+22.3pp | 55.2%+43.9pp |
| Annual return | 13.30% | 32.72%-19.4pp | 63.41%-50.1pp | 34.64%-21.3pp |
| Employer contribution / active EE | $16,260 | $1,521+969.3% | $3,752+333.3% | $1,891+759.6% |
| Participant deferral / active EE | $0 | $3,126-100.0% | $6,282-100.0% | $3,080-100.0% |
| Admin fee / account holder | $28 | $4,569-99.4% | $9,818-99.7% | $3,454-99.2% |