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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 59-2937883 | Other Fees | $854,869 |
PINNACLE PENSION SERVICES5 years Service code 49 · EIN 82-0433443 | Other Services | $162,152 |
Service code 99 · EIN 22-2000222 | Other Fees | $13,150 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,496 | $161,888-3.9% | $147,318+5.6% | $100,573+54.6% |
| Participation rate | 96.6% | 78.1%+18.4pp | 82.1%+14.5pp | 70.9%+25.6pp |
| Annual return | 17.43% | 22.84%-5.4pp | 70.43%-53.0pp | 18.89%-1.5pp |
| Employer contribution / active EE | $3,227 | $5,949-45.8% | $4,593-29.7% | $3,763-14.2% |
| Participant deferral / active EE | $13,435 | $9,384+43.2% | $7,906+69.9% | $4,921+173.0% |
| Admin fee / account holder | $22 | $198-88.7% | $13,708-99.8% | $454-95.1% |