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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PINNACLE PENSION CONSULTANTS LLC Service code 27 · EIN 76-0772781 | Advisory (Plan) | $39,080 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,869 |
YORK WALLCOVERINGS, INC.1 year Service code 13 · EIN 23-1242470 | Contract Administrator | $8,719 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,570 | $69,823+2.5% | $77,183-7.3% | $74,440-3.9% |
| Participation rate | 98.2% | 70.0%+28.2pp | 69.6%+28.6pp | 70.7%+27.5pp |
| Annual return | 14.14% | 19.99%-5.8pp | 37.89%-23.7pp | 34.37%-20.2pp |
| Employer contribution / active EE | $1,308 | $2,148-39.1% | $2,534-48.4% | $2,638-50.4% |
| Participant deferral / active EE | $4,257 | $3,558+19.7% | $3,833+11.1% | $4,529-6.0% |
| Admin fee / account holder | $27 | $398-93.2% | $5,475-99.5% | $348-92.2% |