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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-0472300 | Contract Administrator | $127,319 |
BLACKBURN FINANCIAL3 years Service code 16 · EIN 45-3699214 | Consulting | $51,635 |
HUNNEX AND SHOEMAKER, INC.2 years Service code 15 · EIN 91-1072394 | Recordkeeping | $19,865 |
401K SAFE3 years Service code 15 · EIN 30-0753428 | Recordkeeping | $4,060 |
Filed as: PINNACLE FINANCIAL SERVICES, INC Service code 15 · EIN 59-2438373 | Recordkeeping | $0 |
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 | $52,946 | $56,540-6.4% | $185,849-71.5% | $86,821-39.0% |
| Participation rate | 98.4% | 65.5%+32.9pp | 81.7%+16.7pp | 72.3%+26.1pp |
| Annual return | 17.19% | 118.20%-101.0pp | 122.10%-104.9pp | 97.94%-80.7pp |
| Employer contribution / active EE | $2,900 | $1,844+57.2% | $5,169-43.9% | $2,406+20.5% |
| Participant deferral / active EE | $4,853 | $2,555+89.9% | $5,569-12.9% | $4,132+17.5% |
| Admin fee / account holder | $252 | $150+68.3% | $16,244-98.4% | $170+48.5% |