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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PINNACLE FINANCIAL GROUP Service code 28 9 SOUTH LONG BEACH ROAD · ROCKVILLE CENTRE, NY 11570 | Investment Management | $6,715 |
Service code 28 · EIN 71-0294708 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $51,291 | $38,006+35.0% | $161,489-68.2% | $89,670-42.8% |
| Participation rate | 7.6% | 55.7%-48.1pp | 78.7%-71.1pp | 71.2%-63.5pp |
| Annual return | 61.60% | 51.85%+9.8pp | 89.72%-28.1pp | 19.66%+41.9pp |
| Employer contribution / active EE | $19 | $1,536-98.7% | $4,268-99.5% | $4,041-99.5% |
| Participant deferral / active EE | $427 | $1,865-77.1% | $5,630-92.4% | $3,962-89.2% |
| Admin fee / account holder | $56 | $249-77.7% | $16,006-99.7% | $352-84.2% |