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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $35,979 |
Filed as: PINNACLE FINANCIAL Service code 15 1177 HYPOLUXO RD · LANTANA, FL 33462 | Recordkeeping | $7,515 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,323 | $42,546+1.8% | $71,796-39.7% | $55,167-21.5% |
| Participation rate | 85.5% | 59.1%+26.3pp | 69.1%+16.3pp | 69.0%+16.5pp |
| Annual return | 5.54% | 12.36%-6.8pp | 78.04%-72.5pp | 169.23%-163.7pp |
| Employer contribution / active EE | $1,726 | $803+114.8% | $1,924-10.3% | $1,963-12.1% |
| Participant deferral / active EE | $3,462 | $2,064+67.7% | $2,794+23.9% | $3,054+13.4% |
| Admin fee / account holder | $323 | $650-50.3% | $4,815-93.3% | $504-35.9% |