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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PINNACLE FINANCIAL GROUP Service code 99 | Other Fees | $2,099 |
UNITED BENEFIT PENSIONS INC.3 years Service code 49 | Other Services | $683 |
MORNINGSTAR3 years Service code 27 | Advisory (Plan) | $228 |
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 | $11,747 | $70,684-83.4% | $169,397-93.1% | $75,177-84.4% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | 8.51% | 36.38%-27.9pp | 406.23%-397.7pp | 160.75%-152.2pp |
| Employer contribution / active EE | $2,725 | $2,211+23.3% | $4,013-32.1% | $2,671+2.0% |
| Participant deferral / active EE | $0 | $4,310-100.0% | $6,223-100.0% | $4,126-100.0% |
| Admin fee / account holder | $40 | $5,404-99.3% | $9,017-99.6% | $5,651-99.3% |