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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 | $49,468+3.7% | $150,298-65.9% | $103,975-50.7% |
| Participation rate | 7.6% | 58.1%-50.5pp | 77.8%-70.1pp | 72.5%-64.9pp |
| Annual return | 61.60% | 38.98%+22.6pp | 62.79%-1.2pp | 19.41%+42.2pp |
| Employer contribution / active EE | $19 | $1,670-98.8% | $4,154-99.5% | $3,722-99.5% |
| Participant deferral / active EE | $427 | $2,650-83.9% | $5,453-92.2% | $5,343-92.0% |
| Admin fee / account holder | $56 | $385-85.5% | $14,116-99.6% | $332-83.3% |