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 BANK5 years Service code 21 · EIN 62-1829917 | Bank Trustee | $15,835 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,910 | $103,024-57.4% | $112,040-60.8% | $79,634-44.9% |
| Participation rate | 99.6% | 80.6%+19.1pp | 76.5%+23.2pp | 62.5%+37.2pp |
| Annual return | 14.55% | 17.60%-3.1pp | 24.52%-10.0pp | 36.46%-21.9pp |
| Employer contribution / active EE | $2,936 | $3,015-2.6% | $2,954-0.6% | $2,529+16.1% |
| Participant deferral / active EE | $0 | $5,233-100.0% | $5,098-100.0% | $3,835-100.0% |
| Admin fee / account holder | $53 | $465-88.7% | $12,098-99.6% | $1,002-94.7% |