Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $36,773+39.5% | $189,758-73.0% | $85,660-40.1% |
| Participation rate | 7.6% | 63.3%-55.6pp | 79.8%-72.2pp | 74.8%-67.2pp |
| Annual return | 61.60% | 55.47%+6.1pp | 52.62%+9.0pp | 19.52%+42.1pp |
| Employer contribution / active EE | $19 | $1,536-98.7% | $4,767-99.6% | $4,199-99.5% |
| Participant deferral / active EE | $427 | $1,800-76.3% | $5,856-92.7% | $3,518-87.9% |
| Admin fee / account holder | $56 | $132-57.7% | $20,388-99.7% | $224-75.2% |