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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC1+ years Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $12,687 |
PINNACLE FAMILY ADVISORS1+ years Service code 26 · EIN 26-1317896 3010 E. BATTLEFIELD, SUITE A · SPRINGFIELD, MO 65804 | Advisory (Participants) | $9,732 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,415 | $72,770-76.1% | $67,652-74.3% | $55,191-68.4% |
| Participation rate | 71.1% | 78.8%-7.6pp | 75.7%-4.5pp | 69.2%+2.0pp |
| Annual return | -0.84% | -3.26%+2.4pp | 6625.40%-6626.2pp | 10.78%-11.6pp |
| Employer contribution / active EE | $1,292 | $1,769-27.0% | $2,266-43.0% | $1,899-31.9% |
| Participant deferral / active EE | $2,233 | $3,408-34.5% | $3,560-37.3% | $3,046-26.7% |
| Admin fee / account holder | $107 | $79+36.1% | $4,821-97.8% | $91+18.2% |