Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PINNACLE FAMILY ADVISORS2+ years Service code 26 · EIN 26-1317896 3010 E. BATTLEFIELD, SUITE A · SPRINGFIELD, ME 65804 | Advisory (Participants) | $26,058 |
EMPLOYEE FIDUCIARY, LLC2+ years Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $11,889 |
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 | $18,905 | $63,905-70.4% | $74,184-74.5% | $57,658-67.2% |
| Participation rate | 73.8% | 79.8%-5.9pp | 76.6%-2.8pp | 70.2%+3.6pp |
| Annual return | 10.38% | 60.60%-50.2pp | 17.74%-7.4pp | 5.13%+5.2pp |
| Employer contribution / active EE | $1,300 | $1,840-29.4% | $2,370-45.2% | $1,974-34.2% |
| Participant deferral / active EE | $2,234 | $3,448-35.2% | $3,550-37.1% | $3,061-27.0% |
| Admin fee / account holder | $158 | $91+73.5% | $5,586-97.2% | $95+67.2% |