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 |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC8+ years Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $30,533 |
PINNACLE FAMILY ADVISORS8+ years Service code 26 · EIN 26-1317896 3010 E. BATTLEFIELD, SUITE A · SPRINGFIELD, ME 65804 | Advisory (Participants) | $17,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,856 | $72,303-54.6% | $86,691-62.1% | $64,814-49.3% |
| Participation rate | 78.8% | 80.4%-1.6pp | 76.6%+2.2pp | 71.5%+7.3pp |
| Annual return | -13.85% | 392.77%-406.6pp | 35.94%-49.8pp | 32.84%-46.7pp |
| Employer contribution / active EE | $1,898 | $2,393-20.7% | $2,837-33.1% | $2,507-24.3% |
| Participant deferral / active EE | $3,966 | $4,660-14.9% | $4,656-14.8% | $4,310-8.0% |
| Admin fee / account holder | $104 | $174-40.2% | $7,492-98.6% | $188-44.6% |