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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 | $35,730+43.6% | $158,223-67.6% | $83,436-38.5% |
| Participation rate | 7.6% | 59.7%-52.0pp | 79.2%-71.6pp | 73.2%-65.5pp |
| Annual return | 61.60% | 53.13%+8.5pp | 52.09%+9.5pp | 19.34%+42.3pp |
| Employer contribution / active EE | $19 | $1,450-98.7% | $4,109-99.5% | $4,072-99.5% |
| Participant deferral / active EE | $427 | $1,698-74.9% | $5,467-92.2% | $3,411-87.5% |
| Admin fee / account holder | $56 | $165-66.2% | $16,047-99.7% | $265-79.0% |