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 ADVISORS3+ years Service code 26 · EIN 26-1317896 3010 E. BATTLEFIELD, SUITE A · SPRINGFIELD, ME 65804 | Advisory (Participants) | $32,763 |
EMPLOYEE FIDUCIARY, LLC3+ years Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $18,141 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,540 | $69,305-67.5% | $82,312-72.6% | $69,631-67.6% |
| Participation rate | 77.0% | 80.3%-3.3pp | 76.9%+0.1pp | 70.7%+6.3pp |
| Annual return | 16.85% | 21.47%-4.6pp | 25.88%-9.0pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $1,569 | $1,887-16.9% | $2,428-35.4% | $2,032-22.8% |
| Participant deferral / active EE | $2,762 | $3,568-22.6% | $3,706-25.5% | $3,224-14.3% |
| Admin fee / account holder | $174 | $97+78.9% | $5,608-96.9% | $110+57.4% |