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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PINNACLE FINANCIAL GROUP Service code 99 · EIN 90-0950862 | Other Fees | $24,432 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $5,028 |
UNITED BENEFIT PENSIONS INC.2+ years Service code 49 | Other Services | $3,886 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,925 | $69,708-67.1% | $67,560-66.1% | $74,478-69.2% |
| Participation rate | 61.6% | 71.4%-9.8pp | 72.9%-11.3pp | 67.2%-5.6pp |
| Annual return | 17.83% | -40.67%+58.5pp | 3533.50%-3515.7pp | 1370.56%-1352.7pp |
| Employer contribution / active EE | $1,772 | $2,715-34.7% | $2,737-35.3% | $2,626-32.5% |
| Participant deferral / active EE | $3,540 | $3,637-2.7% | $4,004-11.6% | $4,350-18.6% |
| Admin fee / account holder | $221 | $887-75.1% | $3,994-94.5% | $1,946-88.7% |