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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 59-2937883 | Other Fees | $641,698 |
PINNACLE PENSION SERVICES4 years Service code 49 · EIN 82-0433443 | Other Services | $131,228 |
Service code 99 · EIN 22-2000222 | Other Fees | $12,800 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,500 | $122,128+6.9% | $147,117-11.3% | $200,096-34.8% |
| Participation rate | 95.4% | 78.2%+17.2pp | 82.2%+13.2pp | 72.0%+23.3pp |
| Annual return | 17.38% | 30.58%-13.2pp | 420.54%-403.2pp | 34.26%-16.9pp |
| Employer contribution / active EE | $3,329 | $4,093-18.7% | $4,932-32.5% | $3,038+9.6% |
| Participant deferral / active EE | $13,112 | $8,484+54.6% | $8,065+62.6% | $5,090+157.6% |
| Admin fee / account holder | $17 | $180-90.5% | $12,993-99.9% | $269-93.7% |