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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 59-2937883 | Other Fees | $437,316 |
PINNACLE PENSION SERVICES3 years Service code 49 · EIN 82-0433443 | Other Services | $101,719 |
Service code 99 · EIN 22-2000222 | Other Fees | $12,500 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,127 | $107,415+14.6% | $135,998-9.5% | $80,187+53.6% |
| Participation rate | 93.7% | 78.0%+15.7pp | 81.9%+11.8pp | 72.9%+20.8pp |
| Annual return | 22.50% | 91.99%-69.5pp | 68.37%-45.9pp | 40.40%-17.9pp |
| Employer contribution / active EE | $3,012 | $3,878-22.3% | $4,860-38.0% | $2,980+1.1% |
| Participant deferral / active EE | $12,643 | $8,189+54.4% | $7,761+62.9% | $5,016+152.0% |
| Admin fee / account holder | $39 | $127-69.6% | $10,769-99.6% | $145-73.3% |