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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PINNACLE FINANCIAL GROUP Service code 99 | Other Fees | $2,231 |
UNITED BENEFIT PENSIONS INC.4 years Service code 49 | Other Services | $786 |
MORNINGSTAR4 years Service code 27 | Advisory (Plan) | $240 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 64 | Recordkeeping Fees | $7 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,965 | $78,015-83.4% | $178,505-92.7% | $80,959-84.0% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 6.98% | 18.10%-11.1pp | 27.16%-20.2pp | 35.67%-28.7pp |
| Employer contribution / active EE | $4,002 | $2,281+75.4% | $3,955+1.2% | $2,757+45.2% |
| Participant deferral / active EE | $0 | $4,406-100.0% | $6,280-100.0% | $4,300-100.0% |
| Admin fee / account holder | $45 | $7,160-99.4% | $10,428-99.6% | $6,925-99.3% |