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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PINNACLE WEALTH MANAGEMENT ADVIS GR Service code 27 47 RECKLESS PL · RED BANK, NJ 07701 | Advisory (Plan) | $15,730 |
CARON & BLETZER, PLLC2 years Filed as: CARON & BLETZER, PPLC Service code 10 1 LIBRARY LN · KINGSTON, NH 03848 | Accounting | $9,100 |
Service code 13 · EIN 20-4780677 ONE RAYMOND DRIVE · HAVERTOWN, PA 19083 | Contract Administrator | $5,600 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,906 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,802 | $49,451+33.1% | $79,580-17.3% | $66,938-1.7% |
| Participation rate | 34.8% | 61.3%-26.6pp | 69.5%-34.7pp | 69.8%-35.1pp |
| Annual return | -17.93% | 84.25%-102.2pp | 0.15%-18.1pp | 1.58%-19.5pp |
| Employer contribution / active EE | $2,751 | $1,266+117.4% | $2,413+14.0% | $2,545+8.1% |
| Participant deferral / active EE | $5,082 | $3,159+60.9% | $3,985+27.5% | $4,238+19.9% |
| Admin fee / account holder | $267 | $595-55.0% | $6,835-96.1% | $594-55.0% |